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Digital Library

The digital library is provided as a free service to APMAA members. The APMAA encourages members to submit files for sharing and posting in the library.  Members may download files by logging-on to the Members Only portion of the web site.  All of the files below are in the Member only Library and we are regularly adding new files for use.

 Listing, consulting, fee-share agreements (both buy and sell side)
Brief Description Type
Advisor Agreement Buy-side Advisor Agreement. Word
Advisor Agreement Exclusive Sell-side listing agreement. Word
Advisor Agreement Exclusive Sell-side listing agreement - with Retainer FEE Word
Advisor Agreement Non-exclusive listing agreement. Word
Consulting Hourly Consulting agreement with flexible scope of duties section which is an attached schedule. Word
Co-Broker Simple and flexible Fee share agreement which allows for additional companies to be added by updating an attachment. Word
Mutual Referral Agreement Detailed Referral Fee Agreement with flexible attachment for adding listings. Excellent for use between brokers in different states. Word
 Confidentiality Related Agreements
Brief Description Type
Confidentiality Agreement Confidentiality Agreement between Buyer and Seller. Word
Confidentiality Agreement 3-party Confidentiality Agreement.  Signed by Buyer and Advisor for the benefit of Seller.  Allows Advisor to sign CA’s for Sellers (used w/ Information Release Agreements) Word
Information Release Agreement allows Advisor to release confidential information about Seller to interested parties who have signed a Confidentiality Agreement. Word
 Due Diligence Requests & Management
Brief Description Type
Due Diligence Due diligence template Word
Due Diligence Due diligence template Word
Due Diligence checklist “Master” due diligence template; easily modified for specific projects. Excel
 Release & Termination Agreements
Brief Description Type
Mutual Release Mutual general release agreement. Word
Mutual Release Mutual general release agreement upon payment of a fee. Word
Early Termination Early termination fee and release agreement. Word
 Financial Templates
Brief Description Type
Acquisition Model Powerful acquisition model including multiple term loans and financing structures.  Primarily for large acquisitions including financing.  Good corporate model. Excel
Acquisition Model Basic acquisition model including sensitivity analysis. Excel
 Miscellaneous Files
Brief Description Type
Buyer Registration Buyer registration form to pre-qualify buyers. Word
Buyer Registration - PEG Registration form to pre-qualify Private Equity Groups. Word
LOI - Asset Basic Letter-of-intent that allows for flexible changing of terms. Word
APMAA Logo - hi res Association logo  for member use  jpeg
APMAA Logo - low res Association logo  for member use  jpeg