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Welcome to the Transaction Management Center

The Transaction Management Center gives you three sets of valuable resources. Transaction and Education Resources will help you manage your deal and understand the selling process. Attorneys, CPA's and other professionals are also critical partners for you in the selling process. Our Resource Links will help you find and add these important professionals to your team.

Note: Remember to always have qualified legal counsel review all forms and contracts to ensure that you are in compliance with all laws in your locality and that your interests are protected.
Our Transaction Resources give you over 50 contract templates, forms and checklists you need to proceed all the way through a transaction from initial buyer contact through closing.

Click the links below to find the Contracts you need

  • Working with buyers
        Confidentiality Agreement, Investor Profile...
  • Deal Structure
        Letter of Intent, Purchase Agreements...
  • Due Diligence
        Checklists, Contingency Removal...
  • Escrow & Closing
        Closing Checklists, Bills of Sale, Settlement Statements...

  • Our Education Resources will help acquaint you with the overall process of selling a business—what comes when and how.

    Click the links below to read our award winning articles
     Acrobat Reader is required to view the educational resources.

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