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DALLAS/LEGACY PARK, TX
1518 Legacy Drive
Suite 102

Frisco, TX 75034
Phone: (214) 387-9395
Fax: (214) 387-8980
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VR Business Brokers Dallas,Legacy Park, TX - Forms and Resources
VR Business Sales|Mergers and Acquisitions
DALLAS/LEGACY PARK, TX

Forms and Resources

Forms for Potential Buyers
To see more information on any listing(s), print the following forms, 
complete them, and fax them to the attention of your Director at 214-387-8980. (If you are not yet working with a Director, please note that on the fax.)


CONFIDENTIALITY/NON-DISCLOSURE AGREEMENT

POTENTIAL MERGER OR ACQUISITION

 

 

            This CONFIDENTIALITY AGREEMENT (the “Agreement”) is by and between Premier Business Group  (hereinafter “Disclosing Party”) and ____________________________________ (hereinafter “Recipient”).

             WHEREAS, Recipient has requested information from the Disclosing Party in connection with the consideration of a possible merger or acquisition of a company represented (the “Client Company”) by Disclosing Party.

             WHEREAS, in the course of consideration of the possible transaction, Disclosing Party may disclose to Recipient confidential, important and/or proprietary trade secret information concerning the Client Company and its activities.

THEREFORE, the parties agree to enter into a confidentiality relationship with respect to the Disclosing Party to Recipient of certain information.

 

1.    Definitions.  For purposes of this Agreement, “Confidential Information” shall include all information or material that has or could have commercial value or other utility in the business or prospective business of Client Company.  Confidential Information also includes all information of which unauthorized disclosure could be detrimental to the interests of Client Company whether or not Client Company identifies such information as Confidential Information.  By example and without limitation, Confidential Information includes, but is not limited to, the Company’s Business Plan and plan of operations.

 

For Purposes of this Agreement, the term “Recipient” shall include Recipient, the company he or she represents, and any and all intermediaries (hereinafter “Intermediary”) representing Disclosing Party and Recipient.  For purposes of this Agreement, the term “Representative” shall include Recipient’s directors, officers, employees, agents, and financial, legal and other advisors.

 

2.    Exclusions.  Confidential Information does not include information that Recipient can demonstrate: (a) was in Recipient’s possession prior to its being furnished to Recipient under terms of this Agreement, provided the source of that information was not known by Recipient to be bound by confidentiality agreement with or other continual, legal or fiduciary obligation of confidentiality to Client Company; (b) is now, or hereafter becomes, through no act or failure to act on the part of the recipient, generally known to the public; (c) is rightfully obtained by Recipient from a third party, without breach of any obligation to Disclosing Party; or (d) is independently developed by Recipient without use of or reference to the Confidential Information.

 

3.    Confidentiality.  Recipient and its Representatives shall not disclose any of the Confidential Information in any manner whatsoever, except as provided in paragraphs 4 and 5 of this Agreement, and shall hold and maintain the Confidential Information in strictest confidence.  Recipient hereby agrees to indemnify Disclosing Party and Client Company against any and all losses, damages, claims, expenses, and attorneys’ fees incurred or suffered by Disclosing Party and/or Client Company as a result of breach of this Agreement by Recipient or its Representatives.

 

4.    Permitted Disclosures.  Recipient may disclose Client Company’s Confidential Information to Recipient’s responsible Representatives with a bona fide need to know such Confidential Information, but only to the extent necessary to evaluate or carry out a proposed transaction or relationship with Client Company and only if such employees are advised of the confidential nature of such Confidential Information and the terms of this Agreement and are bound by a written agreement or by a legally enforceable code of professional responsibility to protect the confidentiality of such Confidential Information.

 

5.    Required Disclosures.  Recipient may disclose Client Company’s Confidential Information if and to the extent that such disclosure is required by court order, provided the Recipient provides Client Company a reasonable opportunity to review the disclosure before it is made and to interpose its own objection to the disclosure.

 

6.    Use.  Recipient and its Representatives shall use the Confidential Information solely for the purpose of evaluating a possible transaction or relationship with Client Company and shall not in any way use the Confidential Information to the detriment of Client Company.  Nothing in the Agreement shall be construed as granting any rights to Recipient, by license or otherwise, to any of Client Company’s Confidential Information.

 

7.    Return or Destruction of Documents.  If Recipient does not proceed with the possible transaction with Client Company, Recipient shall notify Disclosing Party of that decision and shall, at that time or at any other time upon the request of Disclosing Party for any reason, destroy or return to Disclosing Party any and all record, notes, and other written, printed or other tangible materials in its possession pertaining to the Confidential Information immediately on the written request of Disclosing Party.  The destruction or returning of materials shall not relieve Recipient from compliance with other terms and conditions of the Agreement.

   

8.    No Additional Agreements.  Neither the holding of discussions nor the exchange of material or information shall be constructed as an obligation of Client Company to enter into any other agreement with Recipient or prohibit Client Company from providing the same or similar information to other parties and entering into agreements with other parties.  Client Company reserves the right, in its sole discretion, to reject any and all proposals made by Recipient or its Representatives with regard to a transaction between Recipient and Client Company and to terminate discussions and negotiations with Recipient at any time.  Additional agreements of the parties, if any, shall be in writing signed by Client Company and Recipient.

 

9.    Irreparable Harm.  Recipient understands and acknowledges that any disclosure or misappropriation of any of the Confidential Information in violation of this agreement may cause Disclosing Party and/or Client Company irreparable harm, the amount of which may be difficult to ascertain, and therefore agrees that Client Company shall have the right to apply to a court of competent jurisdiction for specific performance and/or an order restraining and enjoining any such further disclosure or breach and for such other relief as Client Company shall deem appropriate.  Such right of Client Company is to be in addition to the remedies otherwise available to Client Company at law or in equity.  Recipient expressly waives the defense that a remedy in damages will be adequate and any requirement in an action for specific performance or injunction for the posting of a bond by Client Company.

 

10. Survival.  This Agreement shall continue in full force and effect for two years.

 

11. Successors and Assigns.  This Agreement and each party’s obligations hereunder shall be binding on the representatives, assigns, and successors of such party and shall inure to the benefit of the assigns and successors of such party; provided, however, that the rights and obligations of Recipient hereunder are not assignable.

 

12. Governing Law.  This Agreement shall be governed by and constructed in accordance with the laws of the State of Texas , without regard to conflict of law principles.

 

13. Arbitration.  [INTENTIONALLY DELETED]

 

14. Counterparts and Right.  This Agreement may be signed in counterparts, which together shall constitute one agreement.  The person signing on behalf of Recipient represents that he or she has the right and power to execute this Agreement.

 

15. Entire Agreement.  This Agreement expresses the full and complete understanding of the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous proposals, agreements, representations and understandings, whether written or oral, with respect to the subject matter.  This Agreement is not, however, to limit any rights that Client Company may have under trade secret, copyright, patent or other laws that may be available to Client Company.  This Agreement may not be amended or modified except in writing signed by each of the parties to the Agreement.  This Agreement shall be construed as to its fair meaning and not strictly for or against either party.  The headings hereof are descriptive only and not to be construed in interpreting the provisions hereof.

 

 

Date:  _____________________  

   

__________________________________________________

(“Recipient”)

   

By:  ___________________________________

Title:  __________________________________

Email:  __________________________________

Phone:  __________________________________  

 

 

CONTACT Information

Name Spouse Date
Company Address
City State Zip
Phone #1 Phone #2 Fax
Email
 

Guidelines
Why do you want to buy a business?  
Who else will be
 involved in the decision?
 
   
You plan to
operate the business:
Full Time           Part-Time           None  
Name of Financial Partner(s):  
Will they be active in the 
operation of the business?
Do you have a
written agreement?
Does spouse work
outside the home?
Doing what?
What other family members (if any) 
will be active in the business?
 
How soon could you
take over a business?
How long have you
been looking for a business?
What geographic restrictions do you have?
What industries or types of businesses most interest you?

 

 

What industries or types of businesses would you like to avoid?

 

 

Do you require
immediate income?
If so, what minimum monthly
income do you require?
How much do you have for a down
payment and working capital?
How much
of that is liquid?
When will the rest
be available?
What is your estimated
net worth?
 
What is your present
occupation?
 
List your primary
experience & skills.
 
What geographic restrictions do you have?
To avoid duplication, please list other brokers with whom you are working or have worked.

 

 

Please add any other information that will you think would be helpful as we work together.

 

 

 
 

FINANCIAL STATEMENT 

STRICTLY CONFIDENTIAL

Name  
Address  
City State ZIp
   
Assets    

Cash on Hand and in Banks

$

U.S. Government Securities

 

Accounts, Loans and Notes Receivable

 

Cash Surrender Value Life Insurance

 

Value of Businesses Owned

 

Other Stocks and Bonds

 

Real Estate

 

Automobiles- Number (      )

 

Household Furnishing and Personal Effects

 

Other Assets (itemized)

 
     Total Assets $
   
Liabilities and Net Worth    

Notes Payable

 

Liens on Real Estate

 

Other Liabilities (Itemized)

 
     Total Liabilities $
   
   
Source of Income  

Salary

$

Dividends and Interest

 

Bonus and Commissions

 

Real Estate Income

 

Other Income

 
     Total Income   $
   
The undersigned certifies that this information was provided by him and is true and correct.  
 
Date:
 
Signature: 
 
Home Phone:
 

Each Office Is Independently Owned and Operated  

 

Contact Us:
Toll Free 877-745-7776
CommunicationsDirector@VRPBG.com