Strategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 6 in a series. The “active-period” of a Preliminary Transaction Document such as a Letter of Intent or Memorandum of Understanding begins when the buyer and seller sign the document. This active-period can span the days, if not months, from signing […]
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 moreThe Controller for a SMB wanted a better way to organize fixed asset data, to provide timely reports to management and to more effectively interact with the outside accountants. At the time, the data was maintained in several spreadsheets and was getting harder to manage with each passing year. While spreadsheets are simple and convenient […]
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