VR Business Brokers of Southwest Florida: Naples - Ft. Myers - Port Charlotte
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Our Nondisclosure Policy at VR Business Brokers of SW Florida

Nondisclosure/Confidentiality, Financial Disclosure and Buyer Qualification Forms

Most sellers don’t want anyone unauthorized to know their business is for sale. We agree with this position. Maintaining good working relations with employees, customers, suppliers, vendors, landlords and bankers are important to a company. Any premature indication of a possible change in ownership could disrupt these relationships. VR Business Brokers of SW Florida endeavors to maintain confidentiality until it is appropriate to reveal the sale. VR and other professional business brokers use a Nondisclosure Agreement (NDA) to protect confidential information.

Unless you are paying all cash for a business, the seller and/or a bank will need to see if you are financially and professionally qualified to buy the business. Thus, most sellers require their business brokers to screen potential buyers. A personal financial statement, resume and later on, a credit check are also required in addition to the NDA before confidential information can be shared. A letter on letterhead from a buyer’s CPA, attorney or financial institution stating the individual or corporation has the financial wherewithal to purchase the company at the advertised terms will normally be accepted in lieu of a financial statement.

Click here for an Nondisclosure,   Personal Financial Statement and Confidential Buyer Questionnaire.
Each document will open in a new window, so once you close them you will have this page still open.

Please print and fill out each document, sign it, and fax it back to the office you will be working with. Click here to see the fax numbers for each office.

The documents require Adobe Acrobat Reader to view. If you do not have Acrobat Reader, click the image below to download a free copy directly from Adobe.

 

 

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