Transaction Documentation

Close your deal quickly and efficiently with the help of a transaction specialist and industry-specific documentation.

Once you have agreed to the terms of your purchase or sale transaction and are ready to document it, you need to be able to move forward as quickly as possible and avoid unnecessary delays to ensure a timely closing. To that end, you need a documentation solution that eliminates the need to start from scratch with your attorney or spend time locating an attorney familiar with these types of deals — but can’t meet your deadline.

AdviserXchange offers a documentation service that will help you avoid the unnecessary delays that occur when you go to document and finalize your deal, and allow you and your legal counsel to focus on consummating your transaction as quickly and efficiently as possible. The service includes guidance from a transaction specialist, industry-specific transaction documents, and assistance in preparing and completing the documents.

Schedule a consultation for additional information and fees.

Schedule a Consultation

(all fields required)

  • Hidden
  • Hidden
  • Client Assets
  • Gross Revenue
  • Recurring Revenue