Business Plans

An information memorandum is a document aimed at prospective investors/buyers. The prime aim of an information memorandum is to encourage prospective investors to invest in your business. Apart from helping you to draw interest in your business, an information memorandum also helps establish transparency.  An information memorandum package is usually lengthy as it must contain information about the company’s assets and liabilities, its financial position, market position, business description, strategies, clients and target market.  The Importance of Having a Well Organised Information Memorandum A top-quality information memorandum offers a great opportunity for you to present all the relevant information about your company. It’s important to present the information in a logical, appealing and coherent manner. After all, the document is a reflection of the company’s commitment to the sale, professionalism as well as the quality of management.  An I...

An information memorandum is an important document that an investor would request for. An information memorandum sets the base for your capital raising plans and throws light on the past, present as well as the future plans you have for your business.  Here are some important headings you must include in your information memorandum.  Letter to Investors This could be a Director’s Letter or a Chairman’s Letter. The letter must summarize your journey so far as a business and where the business is headed for. Keep the letter brief but pack in a wallop in every word for maximum punch. Keep it no longer than one page.  Investment Highlights This is pretty simple. You could include a bullet list detailing the returns that investors could expect if everything goes as planned. However, it’s not only about the numbers. If you have an edge over the market in some form, highlight that fact too.  Executive Summary This is where you summarize the...

You have an investment meeting coming up. Your pitch is ready and you’re all set. You will need a top-notch information memorandum (IM) that you hand over to investors after your knock-out pitch. A confidential information memorandum is a short document outlining your business plan. Usually running for 20 to 30 pages, your IM includes projections, analysis and explanation that you could use to pitch to your investors without boring them to death. Here are some essential aspects to cover in your information memorandum. Financials Be sure to include critical financials supported by explanations and pricing strategies. Include comments and notes where necessary. Lease and Rental Terms What are the lease and rental terms? What is included? Are storage, car parking and outgoings included in the lease contract? What is the rent and what are the payables? What’s the GST component? If there are any unique aspects or improvements that are required in the office space,...

An IM is a report given by an organization to forthcoming financial specialists after the speculators have assessed a concise Investment Summary, or "mystery", and consented to a Confidentiality Arrangement. Some entrepreneurs and money related counselors consider   Information memorandum as an advertising report which gives a particular outline of the appealing features of an organization. In Australia, this was the significant feedback of Prospectus' in the days of yore …. They were derogatorily called "The Glossy Bit before the Application Form". In most Westminster-based legitimate frameworks – outstandingly Australia, UK, US, New Zealand, Canada and no less than 20 different Countries, an IM by law must contain a full, genuine and finish diligence of all data which may physically influence the estimation of an organization. NOTE to Company Owners … . You're by and by subject in the event that you offer a business while withholding d...