Below is a list of some of our forms, checklists, and other important documents that will be used in the business transaction process. Feel free to view, download, and print these documents for your review and information. We may ask you to visit this page later to complete certain pertinent documents and forms along the way or simply reference them for your personal use as a means of educating you in the business transaction process. Please note you will need the Adobe Acrobat Reader to view most of the documents below. If you do not have this application please click the Adobe logo to the right of your screen. We encourage you to contact us if you have any questions regarding any of these documents.
 
 Business Loan Process Form
  Gives the basic requirements in order for PWC to look at a possible loan transaction.
   
 
 Business Note Worksheet
  When this form is filled out completely and submitted your business note purchase will be evaluated and the note purchasing process will have begun.
   
 
 Buyer Disclosure
  This provides additional information to the professional broker and assists in finding an appropriate business.
   
 
 Buyer Interview
  This form is similar to one used by many business brokers. It contains information that the professional business broker needs to assist a buyer in finding the best business possible.
   
 
 Buyer Registration Form
  A form that provides the name and address of businesses that a business broker is showing a prospective buyer. It may also be an agreement in which the buyer agrees not to deal directly with a seller, but rather to work with the broker who represents the seller.
   
 
 Cooperating Broker Agreement
  This form is used for brokers and other agencies who have qualified buyer(s) with available financial data supporting equity injection looking to share within our network.
   
 
 Exclusive Agency Agreement
  This is a sample of a listing agreement that we use to list a business for sale.
   
 
 Letter of Intent (LOI)
  Used to translate all verbal offers into written form in order to communicate the desire to purchase under certain conditions, terms and parameters.
   
 
 Listing Agreement
  This is a sample of a listing agreement that we use to list a business for sale.
   
 
 Listing amendment
  This contains additional information for a seller and may be made a part of the listing agreement. A seller should understand and be aware of the conditions stated in this listing amendment.
   
 
 Personal Financial Statement
  Used in situations that require a large investment and also for purposes of conveying a prospective tenants financial stability to a landlord.
   
 
 Questions Buyers Ask
  Typical questions that buyers ask when considering the purchase of a business.
   
 
 Questions sellers ask
  Some important questions that many sellers wonder about when considering the sale of their business.
   
 
 Request for Additional Information
  This provides the professional business broker with information necessary to begin marketing a business for sale.
   
 
 Seller’s business disclosure
  This contains information about various aspects of a business that are important to a prospective purchaser.
   
 
 What should I look for in buying a business
  Tips on finding just the right business.
   
 
 You Can Help!
  This provides important information to a buyer on how the seller will assist in the business transition after the closing of the sale.