Course curriculum

  • 1

    📘 1. Post-LOI Site Visit

    • 📒 1.1 Why A Site Visit Is So Important

    • 📒 1.2 Planning For The Visit

    • 📒 1.3 Trip Logistics

  • 2

    📘 2. The Final Investment Decision

    • 📒 2.1 Do You Really Want To Do This?

    • 📒 2.2 Do A Final SWOT Analysis

    • 📒 2.3 Be Aware Of The Pitfalls That Topple Good Deals

    • 📒 2.4 Quit Your Job

  • 3

    📘 3. Licensing

    • 📒 3.1 Which Licenses Will You Need To Run Your Business?

    • 📒 3.2  Technical Licenses Required At The Business Level

    • 📒 3.3  Technical Licenses Required At The Employee Level

    • 📒 3.4  Tables With Info On Qualifying Party Requirement By State For Selected Trades

    • 📒 3.5  Licensing Workbook

  • 4

    📘 4. People and Culture Systems In The Post-LOI World

    • 📒 4.1 Overview: How To Approach People and Culture Post-LOI

    • 📒 4.2 The Staff Directory

    • 📒 4.3 Job Descriptions

    • 📒 4.4 Identifying Both Your Key Positions And Your Key Employees

    • 📒 4.5 Building An Employee Skills Matrix

    • 📒 4.6 Building A Training Sequence For Career Progression

    • 📒 4.7 Drafting An Organization Chart

  • 5

    📘 5. The Sales Purchase Agreement

    • 📒 5.1 Introduction

    • 📒 5.2 APA vs SPA

    • 📒 5.3 Advantages and Disadvantages Of The APA vs. The SPA For Both Parties

    • 📒 5.4 Structure And Content Of The APA

    • 📒 5.5 Structure And Content Of The SPA

    • 📒 5.6 Types Of Assets Typically Transferred In An APA For A Home Services Company Deal

    • 📒 5.7 Aiming To Please Both The Buyer And The Seller: IRC Section 338(h)(10)

    • 📒 5.8 Conclusion

  • 6

    📘 6. Neutral Counsel And The Weeks Before The Close

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  • 7

    📘 7. The Close

    • 📒 7.1 Overview Of The Close

    • 📒 7.2 The Business Bill Of Sale