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.
Gross Revenue of | Total Fees | ||
| Level A | Less than $150,000 | $5,000 | |
| Level B | $150,001 - $300,000 | $6,000 | |
| Level C | $300,001 - $500,000 | $8,000 | |
| Level D | $500,001 - $750,000 | $9,000 | |
| Level E | $750,001 - $1,000,000 | $10,000 | |
| Level F | $1,000,001 - $2,000,000 | $12,000 | |
| Level G | $2,000,001 - $3,000,000 | $14,000 | |
| Level H | $3,000,000+ | Negotiable |
If you are interested in this program, here are the steps to follow:
1) Download the Comprehensive Transaction Support Engagement Agreement.
2) Print and complete the Agreement.
3) Fax the Agreements to FP Transitions at 503.452.4205.
4) Once the Agreement has 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.
