Sale of Business - SA

Table of Contents

• Create a SA Sale of Business matter
• Complete Matter Details
• Next Steps

Create a SA Sale of Business matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Business.

4.    Select Matter Type:  Sale 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 Vendor and complete required contact details.  

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

3.    Complete Purchaser and Purchaser 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 Vendors Agent as well as the Agent's commission and fees under Agent's Details, Discharging Mortgagee, Settlement Agent and Council and Water Authority.

8.    Select Save.

Next Steps

Learn about completing Settlement Financials.