Course curriculum
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1
Welcome to the Full Course! Ready to Sell Your Business?
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2
Chapter #1: Seller Preparation
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Template: Seller Profile (print format)
- Chapter 1 Completion Checklist
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3
Chapter #2: Business Valuation
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Template: Owners Estimate of Value (OEV) Worksheet
- Template: Seller Discretionary Earnings (SDE) Worksheet
- Worksheets in Excel Format (Download)
- Chapter 2 Completion Checklist
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4
Chapter #3: Blind Teaser
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Blind Teaser Sample 1 (Hair Salon)
- Blind Teaser Sample 2 (IT Company)
- Chapter 3 Completion Checklist
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5
Chapter #4: Selling Memorandum
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample Selling Memorandum
- Buyer Prospect Log
- Chapter 4 Completion Checklist
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6
Chapter #5: Disclosure Documents
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Corporate Resolution to Sell Sample
- Buyer Non-Disclosure Agreement Sample
- Seller Disclosure Statement Sample
- Letter of Destruction Sample
- Chapter 5 Completion Checklist
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7
Chapter #6: Business Listing Services (BLS)
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Business Listing Services
- Sample Listing
- Chapter 6 Completion Checklist
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8
Chapter #7: Buyer Prospecting
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample 1: Types of Buyers
- Sample 2: Email to Buyer Prospects
- Sample 3: Phone Script and Message to Prospective Buyers
- Chapter 7 Completion Checklist
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9
Chapter #8: Buyer Qualification
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample 1: Email to Get Inquirers to Sign and Return NDA
- Sample 2: Buyer Financial Statement
- Chapter 8 Completion Checklist
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10
Chapter #9: Buyer Brokers and Intermediaries
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Broker Profiles & Reviews
- Sample Broker Agreement
- Chapter 9 Completion Checklist
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11
Chapter #10: Seller Qualification and Initial Inspection
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample Seller Inspection Checklist
- Management Qualification Meetings and Calls FAQ
- Chapter 10 Completion Checklist
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12
Chapter #11: Entertaining and Countering Offers
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample Indication of Interest
- Sample Letter of Intent
- Sample Term Sheet
- Sample Offer Form
- Sample Counter Offer Form
- Sample Escrow Agreement
- Chapter 11 Completion Checklist
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13
Chapter #12: Due Diligence
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Due Diligence Folders & Files (Checklist)
- Contingencies Often Asked for by Buyers
- Chapter 12 Completion Checklist
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14
Chapter #13: Purchase and Sale Agreement
- Disclaimer
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample Simplified Contract for the Purchase and Sale of a Micro Business
- Sample Offer & Purchase Agreement
- Chapter 13 Completion Checklist
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15
Chapter #14: Transaction and Closing Management
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Checklist of Possible Closing Documents and Actions
- Sample Closing Cost Worksheet
- Wire Instructions
- Estoppel Request Form
- Chapter 14 Completion Checklist
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16
Chapter #15: Transition Management
- Purpose & Goals
- Objectives & Tasks
- Best Practices
- Tools & Tips
- Summary
- Sample Transitional Services Agreement
- Checklist of Items to Transfer Post-Closing
- Chapter 15 Completion Checklist
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17
Wrap Up!
- Congratulations!
- More resources for you
- Before you go...
Instructor(s)
