Company record readiness
Sell-side / LOS ANGELES
Prepare. Negotiate. Close.
POSITION / 01
Early preparation helps a seller organize records, anticipate diligence, protect leverage, and manage the transition.
SCOPE / 02
THE WORK,
IN FOCUS.
- 01
Transaction preparation
- 02
Letters of intent
- 03
Buyer diligence
- 04
Disclosure schedules
- 05
Purchase agreement and closing
BUSINESS CONSIDERATIONS / 03
THE LEGAL ISSUE
IS PART OF A
LARGER DECISION.
Representations and warranties
Closing conditions
Post-closing obligations
A PRACTICAL PROCESS / 04
UNDERSTAND
Clarify the objective, context, people, and timing.
ASSESS
Identify the documents, decisions, and material risk.
EXECUTE
Draft, review, negotiate, and coordinate.
MOVE
Complete the work and prepare for what follows.
COMMON QUESTIONS / 05
GOOD QUESTIONS.
CLEAR ANSWERS.
When should a seller prepare?+
Before going to market where possible, so records and material issues can be addressed deliberately.
What are disclosure schedules?+
They qualify and provide detail for statements made in the purchase agreement.
LET’S TALK BUSINESS.