Industry Guide
NDIS & Disability Services
Information Memorandums for NDIS & Disability Service Businesses
Selling an NDIS business is complex. Buyers are sophisticated — often private equity-backed or existing NDIS operators — and they expect a detailed IM that goes well beyond a generic business sale document. MemorandumMaker is purpose-built for NDIS providers, with AI prompts that understand registration groups, SIL rosters, SCHADS Award obligations, NDIA pricing, and PACE portal compliance.
Why a generic IM template isn't enough for NDIS & Disability Services
A generic IM template for an NDIS business will leave buyers with unanswered questions — and unanswered questions kill deals. The NDIS sector has its own language: registration groups, Certified vs Verified providers, the NDIA Price Guide, SIL daily rates, SCHADS Award pay points, and the PACE transition. MemorandumMaker speaks this language fluently, so your IM builds confidence rather than confusion.
Industry-specific sections included in every NDIS & Disability Services IM
NDIS Registration & Compliance
Covers the provider's NDIS registration number, approved registration groups (from Group 1 Support Work through to Group 9 Specialist Disability Accommodation), registration type (Certified or Verified), most recent audit date and type (Certification or Verification), audit outcome, any non-conformities and their resolution, and next scheduled audit date. Also covers Disability Worker Screening compliance and the Responsible Person obligation.
Participant Overview & Support Streams
Breaks down the active participant base across four support streams: Support Work (community and in-home), Supported Independent Living (SIL), Support Coordination, and Short-Term Accommodation (STA/respite). Includes plan management split (Agency Managed / Plan Managed / Self Managed), average plan value, and any guardianship considerations. This is the section NDIS buyers spend the most time on.
SIL Portfolio Detail
For providers with Supported Independent Living properties, this section covers each SIL house individually — address, number of bedrooms, current participants, annual rental cost, lease term and transferability, and annual revenue contribution. SIL is a key value driver in NDIS acquisitions and deserves detailed treatment.
NDIA Pricing & Revenue
Covers the provider's billing structure, pricing alignment with the current NDIA Support Catalogue, revenue per participant across service types, and any outstanding NDIS claims. References the specific line items and hourly rates applicable to the provider's registration groups.
Workforce & SCHADS Award
Covers the provider's workforce under the Social, Community, Home Care and Disability Services Industry Award (SCHADS Award). Includes full-time and part-time staff counts, casual workforce reliance, pay classification levels, and roster structure. SCHADS compliance is a significant acquisition risk area and buyers will scrutinise this section.
Questions NDIS & Disability Services buyers will ask — that your IM should answer
MemorandumMaker's AI is trained to proactively address these questions using the data you provide in the form — so buyers get answers before they have to ask.
- What registration groups does the provider hold — and do they include Specialist Behaviour Support or SDA?
- When was the last audit and were there any non-conformities?
- What is the SIL revenue concentration — and are the leases transferable?
- What is the ratio of agency-managed to plan-managed participants?
- What is the average participant plan value and how does it compare to NDIA rates?
- Are all workers compliant with NDIS Worker Screening checks?
- How dependent is the business on the current Responsible Person?
- What is the SCHADS Award classification structure for support workers?
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