Appendix A
Example Marketing Handout
A marketing handout will need to be created to support the sale of the business. The example that follows was created for the sale of Jim’s Bakery. The handout is a marketing document sometimes referred to as a “slick.” It should be limited to a single page and printed on high-quality semi-glossy paper. Optionally it could also be created to be produced using a trifold format.
It can be freely handed out to anyone who express an interest in purchasing this type of business without the use of an NDA. Some discretion should still be used when you distribute it by only handing it to someone who is likely to be a qualified buyer. The handout provides a general description without specifically identifying the business. The goal is to notify people about the potential opportunity and provide enough information to motivate qualified buyers to request further information. In most sales, this document will be created by your sales agent. Contact information for the licensed sales agent that is handling the sale, along with the name and address of their business, must be clearly shown. Your agent will hand these out when needed, but you will also need to have some available.
Unique Opportunity to Buy a Growing Food Services
Business
We know you will enjoy the aroma of the fresh baked bread coming from the ovens of this unique bakery. This business offers the best of small town friendliness in a well-established retail store along with a large-scale commercial bakery that combines the quality of homemade baked goods with regional distribution facilities to supply its growing list of commercial customers. Our client is offering this unique opportunity to purchase his well-established bakery business. When you realize what an outstanding opportunity we are offering you will begin to say, “That smells like money to me!” After 35 years growing an exceptional brand and financially strong business, the founder is preparing to retire and move to the beach.
This business includes two highly profitable operating divisions (commercial and retail) along with their highly valued brand, two properties on long-term leases, relatively new and well-maintained equipment and a highly experienced, professional staff. Annual revenues are approximately $10 million.
Commercial product sales are based on a recurring revenue model with customers signed to long-term contracts with a demonstrable retention rate above ninety percent. This business is expected to sell in excess of $20 million. Serious potential buyers can request further information by contacting:
For Information Contact:
Contact Name
Contact Brokerage Name
Contact Brokerage Address
Phone Number