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 ### 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 - purchase or sale of business - BUS 30
