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Become the Expert For Your Deal

*Partnering with Deal Academy

Master the Letter of Intent

Click here for our Master the Letter of Intent Online Course

✔ Learn the major terms that are often included in a letter of intent

✔ Learn the role of the respective parties

✔ Learn the key elements of a great target firm

✔ Avoid major deal killers and manage deal fatigue

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Meet your instructor

Sara Sharp

I hope I’m your first call when you decide to buy or sell your financial services firm, but I’ll talk with you at any point up to (and after) Closing.

Testimonials

  • Ryan Carlson, CPA

    “This is the first CPA practice I acquired. Sara Sharp immensely helped me navigate all the twists and turns that go with buying a practice. She was patient, kind, and extremely knowledgeable about process. I couldn't have done this without her.”

  • Jason Lambert, CPA

    “Sara was amazing to work with and possibly saved me from a bad investment….Learned quite a bit from the interaction…I wouldn’t use any other firm.“

  • Anonymous (Buy-side)

    “10 out of 10. Provided real world advice and legal support.”

  • Anonymous (Sell-side)

    Sara understood our objectives in the transaction, and she pushed for them in the documentation. Sara was very responsive to our timeframe and kept the closing on schedule.