Client Portal

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Here's where things stand in your sale process.

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Your JPTD Consultant

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Support Staff

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Target Close Date

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1

Agreement Signed

2

Pending Intake Form & Financials

3

Financial Review Call Scheduled

4

Game Day Meeting Scheduled

5

Intro Calls with the Firms

6

Signed LOI – Due Diligence

Now that you're under LOI, here's our list of M&A attorneys clients often work with during due diligence.