Buyer's Packet Form

BUYER CONFIDENTIAL NON-DISCLOSURE AGREEMENT (NDA) & BROKER DISCLOSURE
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BUYER-BROKER SERVICE AGREEMENT
Business Name - Buyer-Broker Service Agreement
Client #1’s Name
Buyer 1 Name: {buyer16}

Address: {Address10}

Cell Phone: {cellPhone}

Home Phone: {client151}

Email: {email}
Buyer 2 Name: {Buyer157}

Address: {Buyer161}

Cell Phone: {buyer2220}

Home Phone: {client253}

Email: {buyer2159}
Business ID# - Buyer-Broker Service Agreement
The undersigned Buyer
Displayed for only 1 buyer
The undersigned Buyer(s)
displays for multiple buyers
Buyer 2 - And
displays in buyer-broker paragraph
Advanced Entry
The undersigned Client(s) (“Client”) hereby retains VR Business Brokers of St. Louis (“Broker”) for a monthly (month-to-month) Buyer’s Engagement Service Agreement (“Agreement”) beginning upon execution of this Agreement as Client’s limited agent for the purpose of providing brokerage services as described herein for advice and assistance to inquire and investigate the business opportunity known as __________________________ (Business Description) with ID# ________________ (the “Business”) and to assist in negotiating terms and conditions for the purchase, lease or exchange of the Business and/or real property thereof, or for obtaining an option thereon, acceptable to Client. This agreement is terminable by either party within five days of written notice to the other party, for any reason, and any amounts paid to the Broker, if any, are non-refundable. Should this Agreement be terminated, Broker shall provide to Client a list of businesses presented to Client and Client will notify any other Broker/ or Agency who works with Client of those presented businesses for purposes of fulfilling this Agreement which is outlined in more detail below.
Basic Entry
The undersigned Client(s) (“Client”) hereby retains VR Business Brokers of St. Louis (“Broker”) for a monthly (month-to-month) Buyer’s Engagement Service Agreement (“Agreement”) beginning upon execution of this Agreement and commencing upon receipt of payment as Client’s limited agent for the purpose of locating businesses and/or real properties for sale as described below and to assist in negotiating terms and conditions for the purchase, lease or exchange thereof, or for obtaining an option thereon, acceptable to Client. The Client agrees to pay a $1,500 consulting fee, due at the time of execution of this agreement, then monthly by the Agreement anniversary day of each month on a month-to-month basis as desired by the Client. Any amounts paid are credited back to the Client as a reduction from the Broker’s success fee (commission) at the time of closing, but not to exceed the total amount of the Broker’s success fee. This agreement is terminable by either party within five days of written notice to the other party, for any reason, and any amounts paid are non-refundable. Should this Agreement be terminated, Broker shall provide to Client a list of businesses presented to Client and Client will notify any other Broker/Agency who works with Client of those presented businesses for purposes of fulfilling this Agreement which is outlined in more detail below.
Basic - Payment
"Not Applicable."
Advanced- Payment
By signing below, the Client agrees and has the legal authority to authorize and pay for this Service Engagement Agreement, which is effective upon the latest date signed and commences upon the receipt and verification of funds, with check payable to “VR Gateway Business Brokers of St. Louis”, or by sending an electronic payment using Venmo: www.venmo.com/vrgatewaybb-stl.
Buyer Broker Displayed
Payment Displayed 2
The undersigned Buyer(s) {buyer16}{buyer2258}{Buyer157} (“Buyer” or “Client”) hereby retains VR Business Brokers of St. Louis (“Broker”) for a period beginning {ndaDate} and ending on the twelve month anniversary at 11:59 p.m. (central) as Buyer’s limited agent for the purpose of advice and assistance to inquire and investigate the business opportunity known as {thebusiness} (Business Description) with ID# {id} (the “Business”) and to assist in negotiating terms and conditions for the purchase, lease or exchange of the Business and/or real property thereof, or for obtaining an option thereon, acceptable to Buyer. This agreement is terminable by either party within five days of written notice to the other party, for any reason, and any amounts paid to the Broker, if any, are non-refundable. Should this Agreement be terminated, Broker shall provide to Client a list of businesses presented to Client and Client will notify any other Broker or Agency who works with Client of those presented businesses for purposes of fulfilling this Agreement and outlined in more detail below.
- PAYMENT.
  
  By signing below, the Client agrees and has the legal authority to authorize and pay for this Service Engagement Agreement, which is effective upon the latest date signed and commences upon the receipt and verification of funds, with check payable to “VR Gateway Business Brokers of St. Louis”, or by sending an electronic payment using Venmo: www.venmo.com/vrgatewaybb-stl.
  
  This is a legal and binding agreement. You should consult your attorney before signing.
- Client 1 Email
  example@example.com
- Client #1’s Signature
  
  Clear
- Date
  
  MonthDayYear
  Date
- Client #2’s Name
- Client 2 Cell Phone
- Client 2 Email
  example@example.com
- Client #2’s Signature
  
  Clear
- Date
  
  MonthDayYear
  Date
- Date - broker signature
  
  MonthDayYear
  broker sig Date
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BUYER CONFIDENTIAL FINANCIAL STATEMENT

Buyer 1 Name:*
Cell Phone:*
Email:
example@example.com
Address:*

Assets*

Rows	Enter Numerical Amount
Cash on Hand and in Banks
U.S. Government Securities
Accounts, Loans and Notes Receivable
Cash Surrender Value Life Insurance
Value of Businesses Owned
Other Stocks and Bonds
Real Estate Owned (including rental properties)
Automobiles - Combined estimated total value?
Other Assets

Total Assets

Liabilities and Net Worth*

Rows	Enter Numerical Amount
Notes Payable
Liens on Real Estate
Other Liabilities

Total Liabilities
Net Worth (Total Assets – Total liabilities)
Read Only - based on previous information

Source of Income*

Rows	Enter Numerical Value
Salary
Dividends and Interest
Bonus and Commissions
Real Estate Income
Other Income

Total Income
The undersigned certifies this information is true and correct as of the date signed and can be verified by the Certifying Official (CPA or Bank Manager).
Certifying Official Company
Certifying Official Name
Certifying Official Title
Certifying Official Phone
Certifying Official Email
example@example.com
Certifying Buyer 1 email and Phone - display
Certifying Official Address
Certifying Official Signature

Clear
Date

MonthDayYear
Date
Buyer 1 Signature

Clear
Date

MonthDayYear
Date

Buyer 2 Name:
Email:
example@example.com
Cell Phone:
Address:

Total Assets

Total Liabilities
Net Worth (Total Assets – Total liabilities)

Buyer 2 Total Income
Buyer 2 Signature

Clear
Date

MonthDayYear
Date
The undersigned certifies this information is true and correct as of the date signed and can be verified by the Certifying Official (CPA or Bank Manager).
YesNo
Certifying Official Company 2
Certifying Official Name
Certifying Official Title
Certifying Email Address
example@example.com
Certifying Official Phone
Certifying Buyer 2 email and Phone - display
Certifying Official Address
buyer 2 Certifying Official Signature

Clear
Date

MonthDayYear
Date
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Signature Page
Please Note: Both buyer's signatures must be completed in order to submit the form. If you do not have all information necessary to submit the form you may save it and continue it later.
Please Note: A buyer's signature must be completed in order to submit the form. If you do not have all information necessary to submit the form you may save it and continue it later.
Buyer 1 Signature*

Clear
Date

MonthDayYear
Date
Buyer 2 Signature*

Clear
Date

MonthDayYear
Date
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Should be Empty:

Rows	Yes	No
1. Industry: Is this business in an industry in which you want to invest or own?
2. Pricing: Do you have the financial ability and/or resources to purchase a business within this price range?
3. Timeframe: Are you ready, willing, and able to purchase a business like this within the next 6 to 8 weeks?
4. Down Payment: Most businesses, and banks, expect Buyers to have 20% down payment in cash. Do you have 20% liquid cash available for the down payment?
5. Escrow: Half of the down payment is often placed in escrow with a wire transfer or certified funds. Are you able to submit half of the down payment as a wire transfer or certified funds into escrow with a qualified closing or escrow agent at the time of presenting an offer to purchase this business?
6. Offer to Purchase: Seller’s have an expectation that if you are receiving their business data that it is your intention to make an offer on their business. Are you prepared to make an offer to purchase this business with the assumption that it meets your investment and/or buying criteria? Note: Due diligence begins after all parties sign the Buyer’s offer to purchase.

BUYER CONFIDENTIAL NON-DISCLOSURE AGREEMENT (NDA) & BROKER DISCLOSURE

BUYER-BROKER SERVICE AGREEMENT

Buyer Pre-Qualification “1-2-3” Questionnaire

Step 1: Pre-Qualification Questionnaire

Step 2: Buyer’s Pre-Qualification Packet

Step 3: Buyer’s Consultation

BUYER CONFIDENTIAL FINANCIAL STATEMENT

Signature Page