Transaction Management

We manage your transaction, to ensure it's set up for success, from pre-contract to close of escrow (COE) and beyond.

Our services include:

That includes coordination, consulting, and advocacy up to COE, and limited general support after COE.

• Document Review: Reviewing and refining your deal documents for accuracy and alignment with your intended outcomes. We suggest corrections, changes, and additions

• Expert Consulting: Guidance on deal structure/restructure, and resolution of discrepancies and disputes

• Escrow Management: Opening and managing escrow for a seamless transaction

• Essential Templates: Providing document templates for your deal - no nickel-and-diming for various templates... if we have it, it's included

• Coordination: Communicating with all parties to ensure the deal is completed correctly

• Quality Control: Reviewing finalized documents and addressing corrections

• Post-COE Support: Offering support after COE to ensure smooth transactions