COMPREHENSIVE TRANSACTION SUPPORT (CTS)If you are ready to transfer your practice to a new owner, the CTS program is for you. We can help you complete your own deal using our extensive transition experience, form contracts and a unique non-advocacy approach. Our CTS, or "Comprehensive Transaction Support" package provides: | ON THIS PAGE...
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- A library of 200 form contracts (including an Asset Purchase Agreement)
- Experienced guidance on deal structuring
- Financing information and instructions
- A flat-fee payment structure
- Tax allocation strategies
- A detailed post-closing transition plan
- High efficiency - Transactions completed in 3 to 6 weeks
- A non-advocacy system that serves the interest of the deal
Our CTS fee structure:
A flat-fee, non-advocacy structure provides for advance payment of the total fees set forth below by each party upon engagement of our services. Contracts, as needed, are provided as a part of this engagement. Escrow services, UCC searches, and tax lien searches can be provided at our cost (and billed separately). We can help you make a complex deal simple. If you are using the CTS program to execute a plan that was established using the ISP program, you may not apply any discounts beyond your 25% ISP discount to your fees.
Gross Revenue of | Total Fees for Buyer | Total Fees for Seller | |
| Level A | Up to $150,000 | $2,500 | $2,500 |
| Level B | $150,001 - $300,000 | $3,000 | $3,000 |
| Level C | $300,001 - $500,000 | $4,000 | $4,000 |
| Level D | $500,001 - $750,000 | $4,500 | $4,500 |
| Level E | $750,001 - $999,999 | $5,000 | $5,000 |
| Level F | $1 million - $2 million | $6,000 | $6,000 |
| Level G | $2 million - $3 million | Negotiable | Negotiable |
If you are interested in this program, here are the steps to follow:
1) Download the Comprehensive Transaction Support Buyer's Engagement Agreement and the Comprehensive Transaction Support Seller's Engagement Agreement.
2) Print and complete the Agreements.
3) Fax the Agreements to FP Transitions at 503.452.4205.
4) When both Agreements have been received, a member of the FP Transitions team will contact you to collect payment information from each side and to schedule your phone appointment with a CTS Consultant.
For more information, call our Customer Service Dept. at 800.934.3303, or Contact Us for details.
