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• Listing Agreement for Sale of Business
  
• Due Diligence Questionnaire for Sale of Business
• Authorization to Release Financial Data
  
• Profile Sheet for Sale of Business

Confidentiality Agreement
This agreement requests the release of relevant information about the company being sold such as financial, market, product, etc. to determine the company's value by a prospective buyer. The seller's CPA should require a completed form before releasing any financial data. UBA would like a copy of each agreement submitted.

Candidate Verification Form

Outside Investor Release Form

Profile Sheet for Business Wanted
If your client wants to buy a business, fill this sheet out and fax or mail it to UBA and we will enter it in our list of Businesses Wanted.

ESOP Forms

• ESOP Pre-Qualification Questionnaire
• ESOP Due Diligence Questionnaire

Sample Letter
This is an example of one way to notify your clients of your involvement with UBA.