Complete checklist for settlement on either purchasing or selling a business. A comprehensive document specifically designed for a particular type of business. You will need to extend the range of the issues to make it pertinent to the particular business you have in mind. Sample "? Amend trust: (i) to extend to ?A?, ?B? and ?C? Class holders if necessary; and (ii) to extend power to distribute capital ? Prepare minutes, resolutions etc to accommodate above change ? Establishment of six identical Unit Trusts. Trusts to be identical to ?a1? Unit Trust (as amended) ? Develop pro forma Unit Trust ? Develop pro forma Unitholders Agreement ? Prepare valuation of each branch ? Prepare the following to be transferred to each branch: Rent Rolls; Listings; Goodwill allocation; Plant, equipment and office supplies; Intellectual property; Telephone and facsimile numbers, email addresses; Web site..."
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Checklist for settlement - purchasing or selling a business
