Disclosure Schedules in a Business Sale: Topics to Review With Your Advisors Before You Sign
Disclosure schedules qualify what a seller promises in a purchase agreement. These are the topics worth reviewing with your advisors before you sign.
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Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
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Advisor Custody Arrangements: Topics to Review Before You Transfer Assets
Your advisor may direct your investments, but a separate firm usually holds the assets. These are the custody topics worth reviewing before you transfer anything.
Customer Concentration in a Business Sale: Topics to Review With Your Advisors
A plain-language look at how buyers read customer concentration, and the topics worth reviewing with your advisors before you go to market.
Letter of Intent in a Business Sale: Topics to Review Before You Sign
Before due diligence even begins, the letter of intent shapes most of what follows. Here is what it covers and what to review before you sign.
Successor Liability in an Asset Sale: Topics to Review With Your Advisors Before Closing
An asset sale is often assumed to leave old liabilities behind. Several doctrines can pull them forward anyway. Topics to review with advisors first.
Questions That Surface Red Flags Before You Engage a Financial Advisor
Some advisor red flags never show up unless you ask directly. Here are the questions worth raising before you decide who to work with.
Preparing a Data Room Before a Business Sale: Topics to Review With Your Advisors
Before buyers see your numbers, here is what to review with your advisors about building and staging a business sale data room.
How to Read an Advisor's Form ADV Before Signing: Topics to Review
A practical guide to what is in Form ADV Parts 1, 2A, and 2B, what each section tells you, and what to clarify with the advisor before signing.
Quality of Earnings Reports During a Business Sale: Topics to Review With Your Advisors
A quality of earnings report shapes how buyers value your business and structure their offer. Here are the topics families typically review with advisors first.