Information Memorandums for every business type

Hospitality IMs need to convey the tangible value of a venue — trade mix, seat count, kitchen equipment value, lease terms, liquor licence status, and the loyalty of a regular customer base. Our hospitality prompts cover all of it.

• Venue capacity, trading hours, seat count, and layout
• Revenue mix: dine-in, takeaway, catering, events
• Liquor licence details and transferability
• Kitchen equipment and fit-out value
• Lease terms and option periods
• Seasonal trade patterns and peak periods

Trades businesses have unique value drivers: licensing, fleet value, project pipeline, recurring maintenance contracts, and brand reputation. A strong IM positions the business as license-independent and operationally scalable.

• Licensing and accreditations — state-specific requirements
• Fleet and equipment schedule with values
• Recurring maintenance contracts and revenue
• Project pipeline and work-in-progress
• WHS compliance and safety systems
• Key subcontractor and supplier relationships

Medical and allied health businesses require careful treatment of patient privacy, Medicare billing, practitioner dependency, and accreditation. Our healthcare prompts navigate these sensitivities and present the practice compellingly to informed buyers.

• Practitioner roster and billing rights
• Medicare billing volumes and revenue per patient
• AHPRA accreditation and specialist registration
• Patient base size, demographics, and retention
• Clinical management and booking systems
• Practice ownership and lease structure

Childcare centres require specific disclosures around approved provider status, enrolment capacity, staff qualifications, CCS subsidy exposure, and NQS rating. Buyers in this sector are sophisticated — our IMs meet their expectations.

• ACECQA approved provider and service approval status
• National Quality Standard (NQS) rating — current and historic
• Licensed places, current enrolment, and occupancy rate
• Staff qualification breakdown and ratio compliance
• Child Care Subsidy (CCS) revenue exposure
• Before/after school care and vacation care programs

Professional services businesses are valued on recurring fee revenue, client tenure, work-in-progress, and key-person risk mitigation. Our prompts quantify intangible value and present the firm as a scalable, transferable business.

• Recurring retainer and subscription revenue
• Client concentration and tenure analysis
• Work-in-progress (WIP) and recoverability
• Fee structure by service line
• Key-person mitigation and client relationships
• Professional indemnity and regulatory compliance

eCommerce buyers want traffic data, conversion rates, SKU count, supplier terms, fulfilment processes, and platform dependency risk. Retail buyers want foot traffic, lease terms, and inventory value. Our prompts address both.

• Platform — Shopify, WooCommerce, Amazon, eBay — and tech stack
• Traffic metrics: sessions, conversion rate, AOV
• SKU count, top-selling products, inventory value
• Supplier relationships and lead times
• Fulfilment model: 3PL, in-house, or dropship
• Customer acquisition cost and lifetime value

Transport and logistics businesses are valued on their contract book, fleet age, compliance standing, and driver workforce. Our prompts cover all aspects of a fleet-based business with route and contract detail.

• Fleet schedule: vehicle count, age, and registration
• Owner-driver vs employed driver model
• Contract clients and route revenue
• NHVR compliance and accreditation
• Fuel and maintenance cost structure
• Owner-operator to managed fleet transition story

Manufacturing IMs need to convey production capacity, machinery value, quality certifications, raw material supply chain, and key customer contracts. Our prompts extract and present this complexity clearly.

• Production capacity — shifts, throughput, current utilisation
• Machinery and plant schedule with replacement values
• ISO and quality management certifications
• Raw material suppliers and procurement terms
• Key customer contracts and order book
• Export markets and international certifications

Franchise IMs require careful presentation of franchise terms, royalties, head office support, territory exclusivity, and remaining agreement length. Buyers need to understand both the business performance and the franchise relationship.

• Franchise agreement term and renewal options
• Royalty structure and marketing levy
• Franchisor support, training, and systems
• Territory exclusivity and coverage
• Transferability conditions and head office approval
• Franchisee performance relative to network benchmarks