FR EA

Matter 1001-00003 — Client 1001

2024 · 38 documents · M&A / Corporate · M. Sage

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Closing 11 files
DOC Contract / agreement buyer-closing-certificate.docx DOC Contract / agreement closing-checklist.xlsx DOC Contract / agreement closing-statement.xlsx DOC Contract / agreement firpta-certificate.docx DOC Contract / agreement funds-flow-memorandum.xlsx DOC Contract / agreement legal-opinion-calderwood-harkness.docx DOC Contract / agreement officer-certificate-no-mae.docx DOC Other payoff-letter-lien-release-instructions.docx DOC Contract / agreement secretary-certificate-buyer.docx DOC Contract / agreement secretary-certificate-seller.docx DOC Contract / agreement seller-closing-certificate.docx
Correspondence 3 files
EMAIL Contract / agreement email-apa-distribution-to-counterparty.eml DOC Other post-closing-letter-to-client.docx EMAIL Correspondence pre-closing-deficiency-letter.eml
Diligence 6 files
DOC Other contract-review-summary.xlsx DOC Analysis / memo due-diligence-summary-memorandum.docx DOC Analysis / memo healthcare-regulatory-compliance-memo.docx DOC Other lease-consent-tracker.xlsx DOC Analysis / memo litigation-regulatory-review-memo.docx DOC Analysis / memo rw-insurance-coverage-memo.docx
Engagement 1 files
DOC Engagement letter engagement-letter-ardent-capital.docx
Tax 3 files
DOC Contract / agreement draft-irs-form-8594.xlsx DOC Analysis / memo section-338-asset-allocation-memo.docx DOC Analysis / memo tax-structure-memorandum.docx
Transaction Documents 14 files
DOC Contract / agreement asset-purchase-agreement-first-draft.docx DOC Contract / agreement asset-purchase-agreement-redline-seller-markup.docx DOC Contract / agreement employment-agreement-whitfield-torres.docx DOC Contract / agreement employment-agreement-whitfield.docx DOC Contract / agreement non-compete-whitfield-torres.docx DOC Contract / agreement non-compete-whitfield.docx DOC Contract / agreement asset-purchase-agreement-execution.docx DOC Contract / agreement assignment-and-assumption-agreement.docx DOC Other bill-of-sale.docx DOC Contract / agreement disclosure-schedules-to-apa.docx DOC Contract / agreement earnout-agreement.docx DOC Contract / agreement escrow-agreement.docx DOC Contract / agreement ip-assignment-agreement.docx DOC Contract / agreement transition-services-agreement.docx

Chronology

2027-10-31 lease-consent-tracker.xlsx
2027-09-30 lease-consent-tracker.xlsx
2027-08-31 contract-review-summary.xlsx
2027-07-31 lease-consent-tracker.xlsx
2027-06-30 closing-checklist.xlsx
2027-06-30 funds-flow-memorandum.xlsx
2027-06-30 post-closing-letter-to-client.docx
2027-06-30 contract-review-summary.xlsx
2027-06-30 rw-insurance-coverage-memo.docx
2027-06-30 draft-irs-form-8594.xlsx
2027-06-30 employment-agreement-whitfield.docx
2027-06-30 non-compete-whitfield-torres.docx
2027-06-30 non-compete-whitfield.docx
2027-06-30 bill-of-sale.docx
2027-06-29 employment-agreement-whitfield-torres.docx
2027-04-30 lease-consent-tracker.xlsx
2027-03-31 lease-consent-tracker.xlsx
2027-02-28 contract-review-summary.xlsx
2027-02-28 lease-consent-tracker.xlsx
2026-11-30 lease-consent-tracker.xlsx
2026-09-30 contract-review-summary.xlsx
2026-09-28 funds-flow-memorandum.xlsx
2026-07-31 contract-review-summary.xlsx
2026-07-31 lease-consent-tracker.xlsx