How to build an information memorandum
An information memorandum should attract serious buyers, support valuation and protect confidentiality at the same time.
Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.
How to build an information memorandum
Updated March 2026 - A good information memorandum informs without overexposing the business and helps serious buyers move forward.
See also How to find a serious buyer, How to value your business and Business transfer.
What it should do
The document should structure the story, support the numbers and prepare later diligence without disclosing everything too early.
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Conclusion
The best memorandum is clear, credible and staged within a controlled information process.
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Article written by Samuel HAYOT
Chartered Accountant, registered with the Institute of Chartered Accountants.
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