Buyers
We represent the sellers of privately-held companies in the $750,000 to $50,000,000 value range. For details, see the Services and About Us pages.
For a list of our current offerings, please call (425) 637-0117, toll free: (866) 637-0117, or email salim@concordmergers.com.
We search out buyers on several business websites and also from our extensive buyer database.
Non-Disclosure Agreement NDA
If you wish to review the information about one of the businesses we are selling, we will ask you to sign an NDA to preserve confidentiality. Download our NDA form in PDF. Fax the completed and signed NDA to our fax number 425-637-0119 or scan and email this document to roxanne.r@concordmergers.com.
Personal Financial Statement (PFS)
Bankers meet at several levels to consider a loan application.
To consider you as a buyer for a business, we will also need a PFS in order to review your financial qualifications. Download our PFS form in Excel.. Fax the completed form to our fax number 425-637-0119 or scan and email the PFS to roxanne.r@concordmergers.com.
If you are a private equity firm, we do not need a PFS from you. Instead, we need information about your portfolio of companies, which you can provide by a link in email to the appropriate page of your website. Please email roxanne.r@concordmergers.com
Article: The Law of Real Estate Agency
Please download the article The Law of Real Estate Agency in PDF We are required by Washington State law to provide this pamphlet.
Marketing Packet
Upon approval of your NDA and financial capacity, we will send you the marketing packet for the business that interests you for review.
Buyer with Letter of Intent (LOI) Accepted
We will provide the buyer with an accepted LOI with a user name and password to access detailed documents for the business under consideration from the Advanced Log In page.
Financing the Sale
We provide financing services as part of the sale, which is a great service to both seller and buyer as the vast majority of sales cannot occur without outside financing. We also provide financing services even in transactions in which we do not represent the seller. Please see our Services page.
U.S. Small Business Administration (SBA) Forms
Many of our sales are financed through the SBA departments of local and regional banks. The current required forms are below:
SBA PFS (Form 413 including instructions)
SBA Statement of Personal History (Form 912)
We will ask the buyer to complete these forms if we will be seeking an SBA loan.
Other SBA Requirements
Along with the completed forms. we will need:
- Your personal tax returns for the preceding three years
- If you own a business, your business tax returns for the last three years
- A resume for each partner involved in the acquisition.
Please email these documents to roxanne.r@concordmergers.com.