Demonstration platform. SellMyBiz.com is a new independent business-sale platform, currently running as a demonstration site ahead of its US launch. We are speaking with business brokers, M&A advisers and regional partners across the United States. Listings, broker profiles and transaction workflows shown may include demonstration content.
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Seller tools · Example documents

Professional Selling Documents

Buyers judge a business by the quality of its paperwork long before they meet the owner. These are illustrative examples of the three document assets a credible sale process runs on.

← Sell Your BusinessSeller Back Office — Example

1 · The full story

Professional Business Memorandum

The confidential document a qualified, NDA-signed buyer reads: business model, market position, customers, operations, people, recast financials and growth arguments. It is what turns curiosity into a credible offer, and it is released only to buyers the seller has approved.

Confidential Information Memorandum — illustrative preview

SellMyBiz.comStrictly confidential

1. Executive Summary

Confidential Information Memorandum

An established commercial HVAC and mechanical services business serving institutional, healthcare and light-industrial customers across a major Southwestern metropolitan market.

The business operates on a recurring maintenance base with project work layered on top, supported by a long-tenured field workforce and a management team expected to remain post-transaction.

  • Revenue $8.4M · Adjusted EBITDA $1.42M (illustrative)
  • 62% of revenue from contracted recurring maintenance
  • 46 employees including 29 licensed field technicians
  • No customer greater than 11% of trailing revenue
Illustrative document · fictional business

Pages (7)

  • 1. Executive Summary

  • 2. Business Overview

  • 3. Financial Performance

  • 4. Market & Customers

  • 5. Operations

  • 6. Growth Opportunity

  • 7. Transaction Rationale

Illustrative document generated from seller-supplied information and reviewed by the seller. The business, figures and charts are fictional.

2 · The public teaser

Confidential Business Summary

The anonymous, market-facing summary. Region, sector, scale and banded financials — enough to attract the right buyer, never enough for staff, customers or competitors to identify the business.

Confidential Business Summary — illustrative 4-page teaser

SellMyBiz.comStrictly confidential

Page 1 · Headline

Established Commercial HVAC & Mechanical Services Business — Southwestern US

Confidential business summary prepared for qualified acquirers. The identity of the business is disclosed only after execution of a confidentiality agreement.

  • Revenue: $8.4M
  • Adjusted EBITDA: $1.42M
  • Employees: 46
  • Recurring maintenance revenue: 62%
Illustrative document · fictional business

Pages (4)

  • Page 1 · Headline

  • Page 2 · Overview

  • Page 3 · Rationale

  • Page 4 · Next step

Illustrative anonymous teaser generated from seller-supplied information and reviewed by the seller. Not traceable to any real company.

3 · Everything else a buyer asks for

Document Vault

Financial, corporate, customer, employee, property, contract and tax material, organised by category with an access level on every file — so diligence runs in stages the seller controls rather than as one unmanaged folder of attachments.

app.sellmybiz.com / document-vault

Secure Document Vault

Confidential Commercial HVAC Services Company · Ref SMB-4417

34 files8 categories3 access requests

Financial Information

Upload file
FileUploadedAccess level
Recast P&L 2023–2025.xlsx12 Aug 2026NDA buyer
2026 YTD management accounts.pdf04 Aug 2026Approved buyer
Add-back schedule.pdf28 Jul 2026Approved buyer

Staged access levels

Seller onlyNDA buyerApproved buyerAdvanced diligence

Access requests — seller decision required

  • Registered buyer B-2291requests Customers & Suppliers · Advanced diligence
  • Registered buyer B-3140requests Employees · Approved buyer
  • Halverson Capital Partners (demo)requests Tax · Advanced diligence

Illustrative interface with fictional files. Production use would require secure authentication, storage controls, access logging and legal review. No security certification or storage guarantee is claimed here.

Illustrative document vault · sample data
See these documents in the Seller Back OfficeHow staged release worksSell Your Business

Illustrative demonstration documents built with fictional data. They do not represent any real company, valuation or transaction.