Online Forms (Downloadable)

Non-Disclosure Agreement (NDA) - Our selling clients require that a non-disclosure or confidentiality agreement be in place before the release of any sensitive information about their businesses.  When completed, please print, sign and return the NDA to the fax number at the bottom of the form.

Financial Statement - Knowledgeable buyers will normally request detailed, and often sensitive, financial information on business opportunities they wish to review.  In return, prospective buyers should  be prepared to provide sufficient information about their financial condition to demonstrate that they have the necessary resources available to complete the potential transaction.  When complete, please e-mail or fax the statement to our office.

Click the following links to open the the needed forms.  Start at the top of the form and, using your computer keyboard, fill in the blanks.  You may use the TAB key to move from field to field or simply click inside any field.  

Click here for Non-Disclosure Agreement form

Click here for the Financial Statement from

You will need the Adobe Acrobat Reader to open, fill in and print these forms.  You may download  that reader by clicking on the Adobe reader link below.

 

 

 

1104 Majestic Hills Blvd  ·  Spicewood, TX 78669  ·  Telephone (830) 798-9259    
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Experienced professionals serving the needs of buyers and sellers with confidentiality, integrity and professionalism.