The presentation file of your company, whether complete or in a simplified flash format, is a critical document in the transfer process. A seller who does not possess this document would be at a significant disadvantage when trying to sell their company. Most firms mandated by buyers, investment funds, and banks require this document before meeting the seller or his consulting firm.
Its drafting is very specific and operators expect a certain formalism.
Therefore, it is essential to adhere to these expectations in order to create an effective and impactful presentation file.
This document enables you to enhance communication at the European level, or even worldwide. Modern technology allows for its conversion to a digital format and its delivery to potential buyers in a matter of minutes, even if they are located thousands of kilometers away.
Having this document will save you a lot of time by avoiding purely informative meetings during the transmission phase of your company, and enable you to quickly assess the seriousness of potential buyers.
Without a presentation file, you risk wasting time with unserious buyers who may not be interested in the company.
The flash presentation sheet
The flash presentation sheet is a document of 1 to 2 pages that quickly presents the company for sale to arouse the interest of potential buyers.
It does not contain specific information that would allow the location of the target company, but it does provide sufficiently precise information on the size, activity, evolution, and number of employees, so as to immediately rule out potential buyers who are not interested in the company’s profile.
The complete presentation file
As its name suggests, the 60 to 300 page complete presentation file must contain all the elements that enable the buyer to get a precise idea of the company for sale.
This file is delicate to draft, and may contain confidential information such as accounts or the list of shareholders, so it is imperative to have the potential buyer sign a confidentiality agreement before making the file available.
In most cases, this comprehensive file includes the following elements:
- History
- Presentation of the company’s environment
- Presentation of the founders
- Presentation of the leaders
- Presentation of the premises
- The precise description of the activity
- The market
- The clientele
- Presentation of products and/or services
- Competitive advantages
- Staff and organization chart
- The list of the main assets
- An evolution of the turnover and of the main customers
- The accounts of the last 3 years
- The budget for the current year, or even the business plan
- The list and simplified CV of the main executives
- The list of shareholders and the legal organization chart
- A statement of the reasons for the disposal and the proposed scheme
- Appendices: commercial, legal and financial documents.
Actoria Conseil usually writes these working documents and respects a scrupulous schedule of conditions in order to meet the expectations of professionals, buyers and investors.
Final Testimonials:
First of all, thank you for the analytical and overall quality of the FR677 file you gave me. It is by far the best file I had to study during my first 12 months of research.
Jacques Baboin
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