Real estate acquisition & disposal

1. Brief service summary

Organize preparation for an acquisition or disposal by clarifying stages, information and responsibilities. The engagement helps track decision conditions and necessary checks, without presuming a transaction or representation mandate.

2. Your needs

A property transaction involves several participants, documents and decisions. Information may arrive at different times and some conditions remain difficult to track between the parties.

You wish to have a preparation framework that distinguishes what is confirmed, negotiated or still subject to verification before any commitment.

3. Objectives of the engagement

The engagement aims to structure the file, organize contributions and identify decision points. It helps separate the responsibilities of the owner, buyer and professionals addressing specialist matters.

The objective is to make the process understandable, without presenting an intention, offer or discussion as a definitively concluded transaction.

4. Indicative scope

Work may cover the timetable, expected documents, transaction conditions and tracking of agreed due diligence. Ownership, use, financing and technical condition questions are directed towards appropriate checks.

Third-party contacts, visits, presentations and participation in discussions are delimited according to the mandate. Preparing the file alone does not constitute authorization to disclose information about a property.

5. Possible delivery arrangements

Interviews, document review and coordination meetings may be proposed. A register distinguishes information received, approvals and conditions still open, without replacing specialist advice and professional acts.

6. Possible deliverables

Deliverables may include a transaction roadmap, a document checklist, a responsibility matrix and tracking of conditions and due diligence.

7. Conditions and limitations

No price, timescale or completion is guaranteed. Intermediation, drafting legal instruments, binding negotiations, receipt of payments and signing are not automatically included. Required qualifications and mandates must be confirmed. Service 10.02 examines the economic opportunity; specialist legal advice remains separate.