How to Draft a Teaser & Information Memorandum

Guide to creating compelling marketing materials for your business sale. Once onboarded with us as a client you get access to free templates and we assist you in drafting the documents.

What is a Teaser?

A teaser is a 2–10 page document designed to generate buyer and investor interest without revealing confidential information. It highlights key investment merits.

Key components

• Company and sector overview.
• Financial highlights (revenue, EBITDA, growth rates).
• Unique selling points and competitive advantages.
• Growth opportunities.
• Business model.

Information Memorandum (IM)

A comprehensive document (20–50 pages) shared with qualified buyers and investors under NDA. It provides detailed information about your business to support buyer decision-making.

Typical IM sections

1. Executive summary — transaction overview and key highlights.
2. Business overview — history, operations, organisational structure.
3. Market analysis — industry trends, competitive landscape.
4. Products & services — offerings, pricing, differentiation.
5. Financial performance — historical and projected financials.
6. Growth opportunities — expansion plans, value creation.

Best practices

• Be factual and avoid over-promotion.
• Include professional charts and visuals.
• Address weaknesses proactively.
• Provide 3–5 year historical financials.
• Include realistic forward projections.
• Highlight management team strengths.