Transaction Documentation

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

Once you’ve agreed to the terms of your purchase or sale and are ready to document it, you need to move forward as quickly as possible and avoid unnecessary delays to ensure a timely closing. To achieve this, you need a documentation solution that eliminates starting from scratch with your attorney or spending time locating an attorney familiar with these types of deals who can meet your deadline.

AdviserXchange offers a documentation service that will help you avoid unnecessary delays when documenting and finalizing your deal, allowing 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.