The Offering Memorandum
Once a buyer has expressed interest in an opportunity, we require that they sign a strict confidentiality agreement and provide proof of capitalization. It is only after we have obtained this information from a potential buyer that they receive information on the business.
The Offering Memorandum is the very first exposure the buyer receives on the given opportunity. As such, it is imperative that we make a highly professional and engaging first impression.
Our Offering Memorandums are designed to give the buyer as much information as possible so that they can make a quick and informed decision on the opportunity. It goes without saying that the more information a buyer receives, the higher level of comfort they will ultimately have about the business. This information extends beyond just the business they are evaluating.
A majority of buyers will be looking to get into the FedEx1 business for the first time. As a result, they will be looking for information on the FedEx business model, in addition to information on the business itself. Buyers will also often have a team of advisors that will be helping them make their decision. These individuals might include a CPA, attorney, banker, family member, advisor, etc. With multiple sets of eyes on the opportunity, we must ensure we put our best foot forward and present the opportunity in its best possible light. We consider our Offering Memorandum to be among the best in the industry and it is a key component to our success in getting FedEx deals done quickly, efficiently, and for a premium price.
Our offering memorandums are specially designed to showcase several key areas of the business for sale:
Overview
A high-level overview of the opportunity
Value Proposition
Specific value components that make the business opportunity unique and compelling
FedEx
Relevant information on the FedEx business model and an overview of what it means to be a FedEx contractor
Routes
Detailed descriptions of the routes contemplated in the sale
Financials
A meticulous accounting of all financial aspects of the business
Supporting Documentation
A full appendix of supporting documents that the buyer and lender will ultimately require
Cash Flow
An easy-to-follow spreadsheet illustrating how the cash flow and asking price were determined
Business Details
Information on the business location, vehicle fleet and certain personnel details (personnel details provided at seller’s discretion)