Purchase of Business - QLD

Table of Contents

• Create a QLD Purchase of Business matter
• Complete Matter Details
• Next Steps

Create a QLD Purchase of Business matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  QLD.

3.    Select Matter Category:  Business.

4.    Select Matter Type:  Purchase of Business.

5.    Select Next.

Complete Matter Details

Learn more about creating a new matter here.

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  

2.    Double-click Buyer and complete required contact details.  

Tip:  To add an additional Buyer, right click on Buyer and select Add Buyer.

3.    Complete Seller and Seller Solicitor details if available.

4.    Double-click Business Details to enter Business registration, Price and Key Date details.

5.    Double-click Premises Details to enter the Address and Title Reference of the Premises.  

6.     To add uncommon contacts to your matter, select the gear icon.   

7.    From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Landlord, Franchisor, the Sellers Agent as well as the Agent's commission and fees under Agent's Details, Incoming Mortgagee and Council and Water Authority.

8.    Select Save.

Next Steps

Learn about completing Settlement Financials.