Sale Template
Template
0% Complete
Project Progress
0% Progress

46% Timing

Start Date
28 June 2021
End Date
31 December 2021
0/1
Approved Documents
0/7
Complete Phases
0/39
Complete Tasks
Project Description

This is the project outline to execute the sale of TemplateCo.

By presenting a central dashboard for key stakeholders, the process will be informed, and the Client will be in the best possible position for a successful sale of the business.

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Documents
Phases
0 / 7 Completed
Assessment 0 Documents 0 / 15 Tasks 0 Responses
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Description

The objective of the Assessment phase is to get the project organized, fully-understood, and to get key partners agreeing to work together to achieve the client’s objective.

Starting with contracting, Assessment progresses to document collection and company analysis – to position the company for maximum benefit for the client.

No documents attached to this phase.
Preparation 0 Documents 0 / 3 Tasks 0 Responses
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Description

The objective of the ‘Preparation’ phase is to prepare all documents in advance, to get the process running smoothly, and ready for quick-and-accurate closure.

Everything from the initial marketing plan to template/draft correspondence will be loaded and ready to move.

No documents attached to this phase.
Marketing 0 Documents 0 / 2 Tasks 0 Responses
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Description

The objective of the ‘Marketing’ phase is to execute the plan, begin speaking with interested candidates, and to winnow the list of prospective buyers, based on their ability to finance the transaction and ability to operate the business.

No documents attached to this phase.
Negotiation 0 Documents 0 / 5 Tasks 0 Responses
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Description

The objective of the ‘Negotiation’ phase is to move Likely Buyers toward commitment, through NDA and a release of additional information (including company name), receipt of a refundable deposit, and by gaining agreement on all elements of the purchase in advance of presenting the Contract to Purchase.

No documents attached to this phase.
Offer 0 Documents 0 / 4 Tasks 0 Responses
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Description

The objective of the ‘Offer’ phase is to close the deal.

No documents attached to this phase.
Due Diligence 0 Documents 0 / 4 Tasks 0 Responses
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Description

The objective of Due Diligence is to satisfy the Buyer that the investment is ‘as expected’.  This will involve organization of all documents, availability-for-interview of key staff and representatives (such as Accountant, Lawyer), and likely a site inspection.

No documents attached to this phase.
Completion 0 Documents 0 / 6 Tasks 0 Responses
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Description

The objective of ‘Completion’ phase is to assure that the deal closes, the Client is satisfied, the Buyer transitions as expected, and the final payment(s) are received.

No documents attached to this phase.
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