Course curriculum
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1
📘 1. Post-LOI Site Visit
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📒 1.1 Why A Site Visit Is So Important
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📒 1.2 Planning For The Visit
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📒 1.3 Trip Logistics
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2
📘 2. The Final Investment Decision
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📒 2.1 Do You Really Want To Do This?
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📒 2.2 Do A Final SWOT Analysis
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📒 2.3 Be Aware Of The Pitfalls That Topple Good Deals
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📒 2.4 Quit Your Job
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3
📘 3. Licensing
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📒 3.1 Which Licenses Will You Need To Run Your Business?
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📒 3.2 Technical Licenses Required At The Business Level
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📒 3.3 Technical Licenses Required At The Employee Level
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📒 3.4 Tables With Info On Qualifying Party Requirement By State For Selected Trades
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📒 3.5 Licensing Workbook
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4
📘 4. People and Culture Systems In The Post-LOI World
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📒 4.1 Overview: How To Approach People and Culture Post-LOI
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📒 4.2 The Staff Directory
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📒 4.3 Job Descriptions
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📒 4.4 Identifying Both Your Key Positions And Your Key Employees
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📒 4.5 Building An Employee Skills Matrix
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📒 4.6 Building A Training Sequence For Career Progression
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📒 4.7 Drafting An Organization Chart
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5
📘 5. The Sales Purchase Agreement
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📒 5.1 Introduction
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📒 5.2 APA vs SPA
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📒 5.3 Advantages and Disadvantages Of The APA vs. The SPA For Both Parties
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📒 5.4 Structure And Content Of The APA
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📒 5.5 Structure And Content Of The SPA
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📒 5.6 Types Of Assets Typically Transferred In An APA For A Home Services Company Deal
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📒 5.7 Aiming To Please Both The Buyer And The Seller: IRC Section 338(h)(10)
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📒 5.8 Conclusion
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6
📘 6. Neutral Counsel And The Weeks Before The Close
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7
📘 7. The Close
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📒 7.1 Overview Of The Close
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📒 7.2 The Business Bill Of Sale
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