Business Acquisition Consultation
Protect yourself before you take ownership of an existing business.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Expert Attorney Strategy Sessions
Work with an attorney on deal structure, risk, and the legal terms of the acquisition.
Attorney strategy sessions throughout the transaction.
Put the Purchase Terms in Writing
We prepare the primary agreement governing the acquisition.
Purchase Agreement and applicable Letter of Intent.
Know What to Review Before Closing
We provide a structured list of information to request from the seller.
Due Diligence Checklist.
Transfer the Business or Assets
We prepare the documents required to legally complete the transfer.
Bill of Sale and/or Assignment of Interest.
Complete the Closing Documents
Receive the supporting documents needed to finalize the transaction.
Corporate Resolutions, Closing Statement, and applicable Non-Compete or Non-Solicitation Agreement.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.