Your Deal Fees Need an Invoice Map, Not One Closing-Cost Number
Organize legal, accounting, brokerage, and financing invoices so the advisor can evaluate each service and payer.
TOPIC COLLECTION
Sale records
A focused reading path from The Exit Ledger. Start with the question closest to your situation, then review the linked sources and documentation steps.
Selling Shares With an Outstanding Shareholder Loan: Track Two Rights
Separate ownership proceeds from amounts owed under a documented loan before negotiating the funds flow.
The Sale Fell Through: Close the Deal File Before Starting Again
Preserve the timeline, costs, retained rights, and business decisions needed for a reviewed abandoned-transaction analysis.