Information Memorandum

Information Memorandum (IM) is a disclosure document designed to provide prospective investors with a full, accurate and attractive overview of a company. It can be used for either raising capital for business growth or selling a company (also called Sales Memorandum).

Potential investors will look for sufficient and relevant information to make their decisions. Company history, products and services, market positioning, value proposition, customer base, operating model, strategic capabilities, business scalability, and key individuals are all critical elements of a successful Information Memorandum.

Benefits of a professionally written Information Memorandum:
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• Provides you with an independent detailed professional review and evaluation of your business
• Written by the Head Planner with Masters in Economics and Accounting and 15 years of international business experience 
• Ensures the content and format meets selection criteria of your audience
• Addresses specific issues, which businesses seeking significant investment must cover
• Saves you time researching, gathering, documenting and formatting information
• Presents you as a professional business person with serious intentions

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How does it work? How long does it take?
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• Call us on 02 4295 0079 or Request A Call Back
• Book a time with our Head Planner.  During our meeting or a telephone interview we will discuss your needs and the goals that your business strives to achieve. Following this, you will receive an obligation-free proposal clearly stating the brief for the Information Memorandum, the outcomes of our services, steps involved, and the time frame to compete our services. 
• It takes from 7 working days to complete an Information Memorandum, with 5 working days to prepare a draft and further 2 working days to complete the final document following your review and comments. 

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How much does an Information Memorandum cost?
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Information Memorandum service costs from $2,500. The price is driven by the amount of work involved, the size of the document and graphic content.

Complementary Services
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Strategic Business Plan

Our Strategic Business Plans and various other strategic process services are for established businesses undertaking strategic review, analysis, choice, implementation or evaluation exercises.

​We can help you to undertake the whole strategic process and write a comprehensive strategic document, or would focus just on a specific area.

Professional Business Plans
is a CPA Practice

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Confidentiality

You can be assured that any information you provide to us will remain confidential and we will not pass it on to any third party. Signing a Non Disclosure Agreement is a standard practice for us.

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Why choose Professional Business Plans?

• Benefit from our extensive experience in writing information memorandums

• Get your business reviewed by an independent, experienced strategic CPA accountant

• Minimise risks with our quality financial projections and evaluations

• Get your questions answered through our access to the latest industry updates

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• Take advantage of our affordable prices

• Friendly, competent planners

• Get results fast

​ABN 98 102 344 585
Liability limited by a scheme approved under Professional Standards Legislation

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​We write professional Information Memorandums for clients across Australia, including Sydney, Melbourne, Brisbane, Gold Coast, Sunshine Coast, Cairns, Darwin, Perth, Adelaide and Hobart.