• Due Diligence and data requests from Seller
    • 3 years of tax returns
    • 3 years of profit loss statements
    • Year to date profit and loss & same period prior year
    • Balance sheets
    • Business License/EDD info
    • Insurance information, Liability and work comp info
    • Lease information or real estate profile
    • List of employees and hire dates
    • Equipment Lists with value
    • Estimated Inventory value and turn over ratio
    • Seller Discount Statement
  • Valuation
  • Company analysis with risk factors
  • Lease Review & interface with landlord concerning assignment or new leasehold
  • Prepare buyer disclosure statements
  • Determine best course of sale (bulk or stock)
  • Prepare and present asset purchase agreements or stock purchase agreement
  • Guide Escrow with clearances from Gov’t agencies to avoid successor liability or debt to buyer
  • Prepare and ensure that all leaseholds/assignments/real estate can transfer concurrent with the close of an escrow or stock transaction.
  • MAINTAIN CONFIDENTIALLITY throughout the transaction.

CAL D.R.E. number: 00965994

30699 Russell Ranch Road, Suite 100, Westlake Village, CA 91362

Disclaimer: RE/MAX® and the RE/MAX Commercial Logo are registered service marks owned by RE/MAX Real Estate LLC. Each franchise is independently owned and operated. Any services or products provided by independently owned and operated franchisees are not provided by, affiliated with or related to RE/MAX Real Estate LLC nor any of its affiliated companies., or its brokers and affiliates do not provide tax, legal, or accounting advice. The material found on this website is for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

MAXONE Business Services, RE/MAX ONE, RE/MAX, RE/MAX Commercial, XQB Management Inc, it’s brokers, agents, and does not endorse any third-party affiliates and / or outside suggested business and provides Real Estate Brokerage Services and does not provide 1031 Exchange Intermediary Services