Commercial Support

Our Commitment to You

Excellence in every detail, giving you peace of mind through the entire transaction.

  • Full Transaction Coordination Support: Handling tasks like redlining documents, creating spreadsheets, securing signatures, and coordinating details so you can focus on your clients.
  • Letter of Intent Preparation: Draft and organize Letters of Intent to kick off the transaction smoothly.
  • Business Plan Assistance: We support you in formatting and completing business plans with clarity and precision.
  • Weekly Progress Updates: We’ll keep you in the loop with consistent updates on transaction milestones.
  • Disclosure & Addendum Preparation: Prepare all necessary state and broker-specific forms and disclosures, as directed.

Agent Responsibilities

  • Draft and review initial transaction documents.
  • Finalize terms or conditions adjustments.
  • Oversee negotiations and client-specific requirements.