Industry Guide
Trades & Services
Information Memorandums for Trades & Service Businesses
Trades businesses are often undervalued because the IM doesn't adequately capture the licence value, the recurring maintenance contract book, the fleet, or the owner-independent operating model. MemorandumMaker fixes that with purpose-built trades prompts that present the business at its full worth.
Why a generic IM template isn't enough for Trades & Services
Buyers of trades businesses need confidence that the work will continue after the owner exits. A strong IM demonstrates that the systems, licences, contracts, and team are all transferable — and that the business doesn't depend on the owner's relationships or skills alone.
Industry-specific sections included in every Trades & Services IM
Licences & Accreditations
State-specific trade licences, contractor licences, safety accreditations, industry memberships, and any required insurance. Transferability of each licence type.
Fleet & Equipment
Vehicle count, makes, models, year, and current value. Plant and equipment list. Finance outstanding on vehicles and equipment.
Project Pipeline & Maintenance Contracts
Current project pipeline value, maintenance contract book, recurring revenue percentage, top client relationships, and contract tenure.
WHS & Compliance
Safety management system, incident history, SafeWork compliance, subcontractor management procedures.
Questions Trades & 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.
- Are the licences held by the individual or the entity — and are they transferable?
- What percentage of revenue is from recurring maintenance vs new projects?
- What is the current project pipeline value and average job duration?
- How owner-dependent is the day-to-day operation?
Create your trades business IM
Start with a free trial — generate one complete IM at no cost. No credit card required.