Business transfer29 March 2026

How to build an information memorandum

An information memorandum should attract serious buyers, support valuation and protect confidentiality at the same time.

Samuel HAYOT
1 min read

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.

Discover our transfer strategy support

Conclusion

The best memorandum is clear, credible and staged within a controlled information process.

📞 Need help preparing a professional sale memorandum? Book an appointment with an expert

S

Article written by Samuel HAYOT

Chartered Accountant, registered with the Institute of Chartered Accountants.

Need a quote or personalised advice?

Our accountancy firm supports you through all your steps. Get a free quote to review your situation and receive a bespoke fee proposal, or contact us directly.

Contact us

Quick and clear quote

Response within 24h • Confidential

By submitting, you agree to our privacy policy.