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Purchase, Sale or Transfer of a Business

When you’re ready to sell your business, there are a few specific steps to consider. Following these steps will ensure a smooth transaction.

  • Getting the mindset to sell and preparing for the sale
  • Negotiating the terms
  • Satisfying the legal requirements know as due diligence
  • Executing the sale
In most cases (depending on the sale and method of financing), you may need corporate results, promissory notes, security agreement, and stock certificates.

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Integrating Estate and Business Planning