Strategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 5 in a series. Once the Preliminary Doc is signed, both buyer and seller are going to spend a great deal of time and money to move the contemplated transaction toward closure. In addition, the parties’ respective business vision is going […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 4 in a series. “There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 3 in a series. The financial particulars are the main course of a Preliminary Doc; reminiscent of Rod Tidwell’s enthusiastic exhortation to “Show Me the Money!” in the movie Jerry Maguire or that famous question memorialized by Wendy’s spokes-granny, Clara Peller—“Where’s […]
read moreAuthor’s Note: This is the second in a series of articles prepared to accompany and supplement the new DealSense Plus v4 that includes a term sheet that can be edited in Microsoft Word. This term sheet can serve as a starting point for drafting a Letter of Intent or similar Preliminary Transaction Document. Preliminary Transaction […]
read moreEditor’s note: This article is the 2nd in a series and provides an overview of the elements of a comprehensive fixed asset policies and procedure manual. Future articles in this series will expand upon and provide examples of specific fixed asset policies and the procedures. Creating and maintaining a Fixed Asset Policies and Procedures Manual […]
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