Mastering the Deal

Signed Listing Agreement

Real Estate Appraisal, Lease Contract and/or Franchise Contract as Appropriate

Capitalized Earnings Valuation Calculation Based on Historical Financials

Asking Price Recommendation Comparing Value of Profit Stream to Market Sales Prices of Comparable Businesses

List of Assets and Estimates of Market Value

Seller's Ideal Allocation of Assets to Purchase Price for Tax Purposes

Post Sale Tax Mitigation Options and Strategy

Agreed Deal Marketing/Sales Strategy

Five Year Business Plan for Increasing Value (If Appropriate)

Discounted Cash Flow Valuation Calculation Based on Future Financial Projections (For Obtaining Pre-Approved SBA Backed Funding)

Business Teaser Profile

Ad and Web Post Copy for Deal Promotion

Spreadsheet List of Potential Buyers with On-Going Contact Notes

Signed Non-Disclosure Agreements from Potential Buyers

Copies of Proof of Identity Documents from Potential Buyers

Business Financial Reports for Potential Buyers

Potential Buyers Ability-to-Pay Confirmation

Signed Letter of Intent

Buyer Personal Financial Statement

Additional Documents Requested by the Buyer and Approved by the Seller especially to Support Borrowing Requirements

Draft Landlord Contract with Terms of Occupancy (If Appropriate)

Buyer Letter Detailing Requests for Due Diligence

Signed Due Diligence Review Checklist Requested by Buyer and Approved by Seller

Buyer Contingency List Documentation and Signed Contingency Removal Form

Signed Allocation of Assets to Purchase Price Form for Tax Purposes

Signed List of Deal Terms and Contingencies (Revised Letter of Intent)

Attorney Retention Agreement

Draft Purchase Agreement

Deposit in Good Faith by Buyer Held in Escrow by Agreed Attorney

Signed Landlord Contract (If Appropriate)

Signed Purchase Agreement

Signed Other Closing Documents

Transfer of Buyer Funds to Seller Attorney Holding Account

Disbursement of Funds by Attorney to Owner and Brokerage Firm