Closing Checklist

by a searcher from University of California, Berkeley

1 month ago

I'm working on a self funded deal that does not have any broker involved. As the seller is also inexperienced on this front and we're cobbling together individual providers, we don't have anyone helping to coordinate all of the moving pieces. I'd love to get some insights on all of the things I need to take care when finally taking over and when they should approximately be completed relative to close. e.g. Insurance, Payroll, Lease, Purchase Agreement, Escrow, etc.

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searcher from Ivey Business School at Western University

Hi Dan, are you still looking for counsel to help you line up the steps post-acquisition? I'm an M&A lawyer working with Hood Venture Counsel based out of NYC, and we can take on deal work in CA. I specialize in helping buyers ease into the operating role with downstream obligations tracking support, as well as the standard due diligence and purchase agreement work. Let me know if you'd like to chat and we can set up a call.

1 week ago | like reply | 0 likes

searcher from University of Pennsylvania - The Wharton School

I've put together a list of recommendations here -- all solid folks who can help you with managing the deal process. I'd probably start with lawyer if the deal is close to under LOI or already LOI. There's a link to their calendly if you scroll down a bit: https://bigdealsmallbusiness.substack.com/p/your-trusted-search-deal-team-a09

1 week ago | like reply | 0 likes

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