By Don McClain, Founder & Principal of Medro Advisors and author of the forthcoming book FUNDED.
Alianza Partners connects the business a buyer expects to operate with the scope of a proposed purchase. Don McClain's five-field worksheet links each business function to an asset or right, its current holder, the relevant document and evidence needed to confirm the intended result. Online ordering, production equipment and customer obligations illustrate how exclusions or unresolved rights can change the economics. SBA guidance supplies background. Transaction counsel must interpret agreements and determine transfer, consent and privacy requirements. The worksheet organizes questions rather than making legal conclusions.
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