Tuesday, 9 August 2011

THINGS A PURCHASER MUST DO WHEN BUYING A BUSINESS

 As part of our daily routine as Business Brokers we are often asked “what needs to be done by a purchaser of a small business to ensure everything is in readiness when the takeover happens?” Here is a list of some of the issues that in our opinion may need to be addressed

·        Establish an account with an electricity provider.
·        Establish an account with a gas provider.
·        Establish an account with a telephone company.
·        Obtain details of any equipment under guarantee.
·        Obtain details of any licence agreement.
·        Obtain details of any franchise agreement.
·        Obtain a letter of disclosure regarding the leasehold.
·        Arrange the assignment of  lease on the premises.
·        If in a shopping centre meet the centre manager.
·        Identify and list all suppliers.
·        Approach all suppliers to obtain credit and confirm payment details.
·        Identify any supply agreements and arrange their assignment.
·        Confirm the name of the trading entity that will be used to buy the business e.g. partnership, company, sole trader, trust etc.
·        Assign any trading name.
·        Assign any computer software.
·        Assign any intellectual property.
·        Identify all plant and equipment included in the sale and its written down value.
·        Assign the registration of any motor vehicle.
·        Assign any merchandising licence e.g. cigarettes, liquor, milk etc.
·        Confirm the employment of existing staff.
·        Arrange training if necessary with the vendors.
·        Identify staff, job descriptions, entitlements and reconcile same.
·        Appoint a solicitor to act on your behalf.
·        Appoint an accountant to act on your behalf.
·        Ensure you have some accounting method in place from day 1.
·        Establish a bank account in the name of the trading entity.
·        Establish a credit card/EFTPOS facility in the name of the trading entity.
·        Identify stamp duty.


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