Pre-Due Diligence, Pre-Closing and Closing Checklists

Is your in-house “go-to” person overwhelmed or require additional senior-level support on-demand? Managing the Pre-Closing process and Closing Checklist require time to track, manage, and organize hundreds of documents, due dates, and deliverables, so why not allow our team to provide support?
The Agile Legal Services senior-level team members consist of attorneys, paralegals, and other legal professionals that each has over 10 years of experience in due diligence for transactions, financings, and M&A. Accessing their expertise as needed, or on-demand gives you a scale-able legal team allowing you to delegate this part of the transaction so you can focus on more important aspects that match your project and deal schedules.
Let our team draft, review, and organize:
  • Organizational Structures
  • Audit and Abstract Contracts
  • Digitize Minute Books
  • Data Rooms
  • Financial Records
  • Letters of Intent
  • Purchase and Sale Agreements (PSA)
  • Transfer Affidavits
  • Security Agreements and other loan documents
  • Tracking Signatures for Fully Executed Documents including due diligence for entity
  • Surveys and Zoning Confirmations
  • Title Work, Insurance, and Policy – Summarize and Review
  • Review and Summarize Vendor Agreements
  • Lease Review and Abstract
  • Prepare, Deliver, and Track Notices to Vendors or Tenants
  • Transfer Utilities, Termination Notices, and Manage Transitions
  • Status Reports, Deal Process, Completed, and Record Documents
  • Manage Obligations
  • Settlement Statements
  • Blue Sky and Securities Compliance

We can also search, retrieve, draft, and file public records:

  • Certificate/Articles of Incorporation, Organization, or Formation
  • Good Standing/Status Certificates
  • Annual Reports/Reinstatements
  • UCC Searches, Filings, Retrievals
  • Dissolutions, Withdrawals, Amendments, and Mergers
  • Verbal Good Standings

Delaware     Boston     Richmond     Los Angeles

Professional Woman with Glasses

Senior Level Legal Professionals

  • On-demand access
  • Specialized support
  • Diverse range of practice areas
  • Attorneys, paralegals, and other legal professionals

*Proven experience that delivers a single point of contact for your firm collaboration from start to finish​*Agile Legal Services is not a law firm. Our work product should not replace competent legal advice.