The Investor Memorandum

#Cleverprofits #exitstrategy 👉 watch our exit playlist • Business Exit Strategies
If you're in the process of, or thinking of selling your business, you will know of the all-important Investor Memorandum. It is the most important marketing tool for the sale of your business, a concise snapshot highlighting key business areas.
Timestamps
00:00 Intro
01:10 What is the Investment Memo
01:52 What should it include
02:10 Leadership
02:56 Performance
02:42 Assets and Liabilities
03:08 Subjective Information
03:44 Who Receives the Memo?
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Adam and Bryan are co-founders of CleverProfits - a virtual accounting firm helping online entrepreneurs build better businesses with fractional CFO services. We help our clients learn how the numbers in their business work so they can maximize profit and grow their company. Yes, we do all your accounting and taxes too.
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CleverProfits and related parties do NOT provide tax, legal, or accounting advice. This content has been prepared for information purposes ONLY, and is not intended to provide and should not be relied on for tax, legal, or accounting advice. Viewing this video does NOT create an accountant-client relationship with CleverProfits. You should consult your own tax, legal, and accounting advisors for professional advice.
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[@sidmoitra007]

Thank you for the video!

[@trainfarb]

How concise is concise? 1 page? 2? 3?