Step 6 · Closing
A checklist, not chaos.
Every task has a clear owner and a status. We chase the lender, you chase the lease — nobody wonders what's blocking close.
Northwind HVAC · Sale to Rebecca Alvarez
6 of 19 complete
Phase 1 · Diligence
4 / 8- SellerDone
Three-year financials package
- BuyerDone
Trailing 12-month QoE review
- AttorneyIn progress
Lease assignment & landlord consent
Landlord requested updated COI
- BuyerIn progress
Top 25 customer contracts review
- SellerDone
Employee list, comp, tenure
- SellerDone
Equipment & vehicle inventory
- SellerBlocked
AR aging — current quarter
Lender requesting updated AR aging
- SellerIn progress
Vendor & subcontractor list
Phase 2 · Closing prep
2 / 6- AttorneyDone
Asset purchase agreement — first draft
- AttorneyDone
Escrow account setup
- LenderIn progress
SBA lender final approval
- AttorneyIn progress
Contractor license transfer filings
- BuyerNot started
Insurance binder for new owner
- AttorneyNot started
Working capital target true-up
Phase 3 · Transition
0 / 5- SellerNot started
Employee announcement plan
- SellerNot started
Top customer transition outreach
- SellerNot started
Owner training schedule (90 days)
- SellerNot started
Keys, passwords, accounts handover
- BuyerNot started
30-, 60-, 90-day post-close check-ins
🎉 You finished the demo
That's the whole arc. Five minutes, six steps, zero brokers calling you back two weeks later.
Ready to put your real numbers in?