Business Valuations

Buyer Resource Library

PDF Documents & Online Forms

Below is a list of some of our forms, checklists, and other important documents that will be used in the business transaction process. Feel free to view, download, and print these documents for your review and information. We may ask you to visit this page later to complete certain pertinent documents and forms along the way or simply reference them for your personal use as a means of educating you in the business transaction process. Please note you will need the Adobe Acrobat Reader to view most of the documents below.  We encourage you to contact us if you have any questions regarding any of these documents…

Individual Non-Disclosure Agreement

NDA Agreements

An NDA (Non-Disclosure Agreement) is a legally binding contract used to protect confidential information between two or more parties. It ensures that any sensitive information shared during discussions, negotiations, or collaboration is kept private and not disclosed to unauthorized parties. NDAs are widely used in various industries, from business transactions to creative projects, to safeguard intellectual property and other proprietary information.

NDA’s are mandatory to receive additional information about any of our listings. A separate NDA is required for each listing of interest. Once we have received your completed NDA we will contact you with detailed information about the business.

*Download the Appropriate NDA, Print, Fill-Out and Return to Lisiten Associates for more information by fax: 914-931-6000 or email: Lisiten.NDA@gmail.com

Individual Non-Disclosure Agreement (NDA)

This NDA is designed for individuals and partnerships.

You may complete your online NDA, after which a copy will be automatically emailed to Lisiten Associates and to you. *Alternatively, you can download the NDA, fill it out manually, and return it by either fax or email. Ensure you fill out both pages, sign it, and submit the completed document.

Once we receive your signed NDA, we will contact you with the information you are requesting.

Please note, we do not accept material changes to our NDAs.

Online Form

PDF Download

Corporate Non-Disclosure Agreement (NDA)

The Corporate Non-Disclosure Agreement (NDA) is designed for use by Private Equity Groups, Family Offices, Intermediaries, Investment Bankers, and Brokers.

You may complete your online NDA, after which a copy will be automatically emailed to Lisiten Associates and to you. *Alternatively, you can download the NDA, fill it out manually, and return it by either fax or email. Ensure you fill out both pages, sign it, and submit the completed document.

Once we receive your signed NDA, we will contact you with the information you are requesting.

Please note, we do not accept material changes to our NDAs.

Online Form

PDF Download

Personal Financial Statement

This Personal Financial Statement is an official document required by the bank when applying for an SBA (Small Business Administration) loan. It provides an accurate and detailed snapshot of your financial position, helping the bank assess your eligibility for the loan.

PDF Download

Buyer Registration Form

If interested in more than one listing, please fill-in the Buyer Registration form below.  We will then have your info in our database and will keep you informed of new listings that may fit your requirements.

* Download the Buyer Registration Form, Fill-Out out and Submit by fax to 914-931-6000 or email to Lisiten.Assoc@gmail.com

Online Form

PDF Download