PRIOR TO IMPACT
As we work together, there will be items that need to be shared.
PRODUCTION DATA
FRANCHISE QUESTIONS
During the initial discovery phase you will be asked to provide the following:
During the initial discovery phase you will be asked to provide the following:
If a Franchise
3 Years of Sales by Agent Commission Economics Breakdown Agent Fee Structure Current Rent Role Lease Expiration Dates Own or Rent Office Locations
How much time is left on deal Economics of the deal Number of Offices Number of Agents Any Ancillary Relationships in place Software Platforms Business Rules Relocation
FINANCIAL HISTORY
During the initial discovery phase you will be asked to provide the following:
P&L's Tax Returns Current Balance Sheet Payroll Organization Chart or Key Personnel
NEW ENTITY
Create a NEW entity Join an EXISTING entity During the initial discovery phase you will be asked
PRE-MERGER
ACCOUNTTECH TO DASH
During the initial discovery phase you will be asked to provide the following:
During the initial discovery phase you will be asked to provide the following:
Non Disclosure Agreement NDA Letter of Intent (LOI) Memo of Understanding (MOU) Notice of Consent
Non Disclosure Agreement NDA Letter of Intent (LOI) Memo of Understanding (MOU)
Central Service Agreement Asset Purchase Agreement Operating Agreement Team Leader Agreement (non-owner employee) Partner Services Agreement (if an owner) Bill of Sale Promissory Note Assignment and Assumption Agreement Notice of consent (Gold to Gold Realogy)
SOFT IMPACT VS HARD IMPACT OPERATIONS ACCOUNTING HUMAN RESOURCES MARKETING SOCIAL MEDIA WEBSITE LEARNING & DEVELOPMENT
INFORMATION TECHNOLOGY
LEADS MANAGEMENT
RELOCATION
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