Preview a complete business sale document package

Step 1 of 8 — Deal Overview

Core deal information such as business name, business type, location, agreement date, closing date, and closing method.

Step 2 of 8 — Buyer & Seller

Buyer and seller names, addresses, entity details, EIN, and governing state used across the document package.

Step 3 of 8 — Included / Excluded Assets

Assets included in the sale, excluded assets, assumed liabilities, and excluded liabilities.

Step 4 of 8 — Payment Terms

Purchase price, deposit, cash at closing, seller financing amount, interest rate, term, and payment dates.

Step 5 of 8 — Purchase Price Allocation

Allocation categories used for the APA, non-compete allocation, IRS Form 8594 summary, and review checks.

Step 6 of 8 — Non-Compete

Restricted term, restricted radius, restricted business, restricted territory, and non-compete allocation.

Step 7 of 8 — Escrow, Lease Assignment & Due Diligence

Escrow holder, release conditions, landlord consent, lease assignment conditions, and due diligence period.

Step 8 of 8 — Schedule Data & Closing Checklist

Equipment schedule, closing deliverables, readiness checklist, and document generation preparation.