Our Services
Our services have been designed to ensure you realise all the hard work you have put into building your financial services business
Comparison | DIY Sale | Owner Led Sale | Full Facilitation | |
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Revenue Recommendation | <$250k | <$1m | $1m | |
Information Memorandum | ||||
Identify business position and objective | ||||
Request for information | ||||
Forte submit draft information memorandum | ||||
Teleconference to discuss Draft | ||||
Final Information Memoranudm | ||||
Pre-Sale Consultation | ||||
Listing on Forte's Website | ||||
Collation of key data from Information Memorandum | ||||
Filter of business through Forte's database of registered buyers | ||||
Listing on Forte's Public Market Place | ||||
Advertisement to Forte's list of email subscribers | ||||
Listing on Forte's online market place | ||||
Transparent information on interested buyers | ||||
Filtration of interested buyers | ||||
Weekly Progress Report | ||||
Negotiations | ||||
Forte Deal Templates x | ||||
Teleconference with deals expert on the use of templates | ||||
Creation of Non-Binding Indicative Offer Invitation | ||||
Management of interested parties | ||||
Assistance with due diligence | ||||
Creation of term sheet | ||||
Unlimited access to Forte's M&A team | ||||
DIY Sale | ||||
Overview | ||||
This package includes the creation of an information memorandum and a pre-sale consultation The pre-sale consultation will allow you to discuss any concerns or questions you may have about the sales process before progressing. | ||||
Included | ||||
1. Information Memorandum
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2. Pre-Sale Consultation
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Timeline
Approximately 5 business days |
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Payment Terms
$2497.00 + GST payable upfront |
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Exclusivity
No |
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