Index of Proposal Templates / Sale of Business and Assets Proposal Template

Components of a Sale of Business and Assets Proposal

There is no one-size-fits-all template for a sale of business and assets proposal. Proposal Kit templates can be customized as needed to fit any situation using the extensive chapter template library. Here are some key chapters typically included in this type of template. Use this template as your starting point and customize it as needed using the software included with each Proposal Pack or the Professional bundle.

Cover Letter

The Cover Letter serves as a personalized introduction to the prospective buyer. It briefly outlines the purpose of the proposal and sets the stage for the document. This chapter should include key points about the business being sold and the benefits for the buyer.

Executive Summary

The Executive Summary provides a concise overview of the entire proposal. It highlights the main selling points of the business and its assets, giving the buyer a snapshot of what to expect in the following sections.

Your Investment

This chapter outlines the financial investment required to purchase the business. It details the cost of acquiring the business and its assets, including any potential financing options available to the buyer.

Present Situation

The Present Situation chapter describes the current state of the business, including operations, market position, and competitive landscape. It gives the buyer a clear understanding of where the business stands today.

Valuation

Valuation explains how the business and its assets have been appraised. This chapter includes the methods used for valuation and the resulting figures, providing the buyer with a transparent view of the business's worth.

Financial Statement

This chapter includes the business's financial statements, such as income statements, balance sheets, and cash flow statements. It provides a detailed look at the financial health of the business.

Company History

The Company History chapter tells the story of the business, including its founding, major milestones, and growth over the years. This helps build the business's credibility and legacy in the eyes of the buyer.

Future Potential

Future Potential outlines the growth opportunities and future prospects for the business. It includes projections and potential strategies to increase revenue and market share, enticing the buyer with the promise of future gains.

Services Provided

This chapter details the services offered by the business. It helps the buyer understand the range of services delivered and their impact on the business's revenue streams.

Products

Products focuses on the goods produced or sold by the business. It includes descriptions of key products, their market positioning, and any unique selling points that make them attractive to customers.

Company Operations

Company Operations provides an overview of how the business is run on a day-to-day basis. This includes details on processes, workforce, and technology used in the business operations.

Assets

The Assets chapter lists all the tangible and intangible assets included in the sale. This can range from real estate and equipment to customer databases and intellectual property.

Intellectual Property

Intellectual Property details any patents, trademarks, copyrights, or proprietary technology owned by the business. This chapter underscores the value of these intangible assets to the buyer.

Partnerships

This chapter lists any partnerships or alliances the business has established. These relationships can add value by providing additional resources or market access to the buyer.

Letters of Support

Letters of Support include endorsements from customers, partners, or industry experts. These letters can help reinforce the business's reputation and reliability to the prospective buyer.

Examples of projects a Sale of Business and Assets Proposal may be used for

This document can be used in many contexts and has various uses depending on the needs. Depending on your situation, customize the chapter list as needed using a Proposal Pack or the Professional bundle.

• Selling a family-owned business
• Divesting a business unit within a larger corporation
• Transitioning ownership to a new management team
• Attracting investors for a business acquisition
• Pitching the sale of a startup company
• Offering a franchise for sale to potential franchisees
• Presenting a business for a merger opportunity
• Facilitating the sale of a business in financial distress
• Selling a business as part of an estate plan
• Marketing a business and its assets to international buyers
• Preparing a business sale for retirement planning
• Proposing the sale of a high-growth potential business
• Facilitating employee buyouts of a business
• Selling a business to a private equity firm
• Transitioning a business to a family member or heir
• Offering a business for sale to buyers within the industry

Related To

The Sale of Business and Assets Proposal may also be referred to in different ways or be used in more specialized situations, such as:

• Business sale proposal
• Asset sale pitch
• Business acquisition
• Company valuation report
• Business investment proposal
• Corporate divestiture
• Business transition plan
• Ownership transfer proposal
• Business buyout

You use this this proposal for

• General business proposal
• Non-technical proposal
• Buying and selling a business proposal
• Business opportunity, partnership proposal
• Real estate, property proposal

How to create the Sale of Business and Assets Proposal with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

Key Takeaways

• The Sale of Business and Assets Proposal is a selectable proposal template layout.
• You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
• Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
• There are no ongoing subscription fees. You get lifetime unlimited use.
• We made Proposal Kit for freelancers, small businesses, and non-profits.