Choosing the closing team
What a business broker should ask before naming transaction counsel
A broker-focused guide to evaluating role, escrow discipline, communication, documents, funds, approvals, and the final closing record.
Guides
Practical guides for business sale and franchise transfer closings
Browse the current library, then narrow it by audience or state.
Find the guide that fits your question
Guides run in the order a deal unfolds: choosing the closing team, opening escrow, preparing the file, the deal exhibits, then state notices and clearances.
Opening escrow
Franchise transfer escrow: how the closing file fits together
A practical guide to franchise approval, lender and lease conditions, neutral documents, escrow funds, payoffs, closing, and reconciliation.
Preparing the file
Business sale escrow checklist: what must be ready before closing
A practical checklist for parties, documents, funds, approvals, payoffs, tax items, signatures, disbursement, and post-closing work.
Deal exhibits
The asset schedule in a business sale: writing down exactly what is sold
A practical guide to the asset schedule in a business or franchise sale: what to list, what stays off, serial numbers for lenders, inventory detail, customer records, and the exclusions that prevent post-closing disputes.
Deal exhibits
Purchase price allocation in a business sale: what Form 8594 decides
A practical guide to the purchase price allocation in an asset sale: IRS Form 8594, the seven asset classes, buyer and seller tax incentives, and California sales tax at closing.
Notices and clearances
Selling a California business: does the bulk-sale notice apply?
A plain-English guide to California bulk-sale coverage, the 12-business-day notice, creditor claims, and closing-day funds.
Notices and clearances
Buying a California business: what CDTFA needs before closing
A practical guide to seller closeout, buyer registration, tax clearance, withholding, and taxable assets in a California business sale.
Notices and clearances
Buying an Oregon business: what tax proof belongs in the closing file
A practical guide to Oregon tax-compliance certificates, CAT successor liability, withholding, and closing-file decisions.
Notices and clearances
Buying a Washington business: the tax questions to settle before closing
A plain-English guide to Washington successor liability, Tax Status Letters, Successorship Notices, and asset-sale tax questions.
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