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I am acquiring a small sailing school business in New Jersey and need practical, limited-scope professional support to make sure the transaction is legally and financially clean. The business operates as a sailing school in the New York Harbor / New Jersey area. I am the buyer, based in the Netherlands, and the seller is the current owner/operator. I already have a draft purchase/cooperation agreement and a general deal structure, but I need an experienced US professional to review the structure, identify risks, and help prepare the closing properly. The main areas I need help with are: 1. Review of the purchase agreement from the buyer’s side 2. Confirming whether the transaction should be structured as a stock/share purchase or asset purchase 3. Checking the consequences of the company’s current or prior S-corporation status and whether it needs to be converted/terminated before closing 4. Reviewing the seller payment structure, including any deferred payment / seller note / fixed earn-out style payment 5. Reviewing or preparing escrow instructions and closing conditions 6. Making sure the escrow setup is neutral, practical, and acceptable for funds coming from Europe 7. Checking whether New Jersey bulk-sale rules or tax escrow requirements apply 8. Identifying hidden liability risks, including taxes, debts, customer credits, prepaid memberships, contracts, marina agreements, insurance, employees/contractors, and operational obligations 9. Preparing or reviewing the closing checklist and closing documents 10. Advising on what documents I should request from the seller before closing I am not looking for a large, expensive full-service M&A process. I am looking for someone practical and experienced with small business acquisitions who can work efficiently, preferably on a fixed-fee or clearly limited-scope basis. The goal is to make sure the transaction is safe, enforceable, and properly documented, without overcomplicating the process. Relevant background: - Buyer is a Dutch national acquiring a US business - Business is located/operates in New Jersey - Funds will likely be sent from the Netherlands/EU into a US escrow account - The transaction may be relevant for an E-2 visa/business investment structure, so buyer control, personal investment risk, and proper documentation matter - I already have a draft agreement and can provide it for review - I would like to move efficiently toward closing once the structure is confirmed Please include: - Your experience with New Jersey small business acquisitions - Whether you can handle limited-scope buyer-side review - Whether you can assist with escrow instructions or recommend an escrow agent - Whether you have experience with stock vs asset purchase issues - Your estimated fee range or fixed-fee options - Your expected timeline for reviewing the documents
Project ID: 40394955
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13 freelancers are bidding on average €41 EUR/hour for this job

As an experienced accountant, Muhammad Asad I bring a unique blend of skills to the table. In addition to my expertise in accounting and tax services, I have in-depth knowledge of corporate law, business analysis, and risk management. These competencies ensure that I can expertly assess the legal and financial aspects of your acquisition. Specifically, I have a demonstrated grasp on New Jersey small businesses that will be invaluable in assessing local risks such as tax implications, contractual obligations and employee/contractor compliance. My experience in Mergers & Acquisitions also ensures I am well-versed in stock/share versus asset purchase issues. Moreover, being conversant with different transactional structures (stock purchase or asset purchase) and their respective risks, I am certain I can help you determine the best approach for your needs. My proficiency extends to managing escrow instructions too; this is particularly relevant given the international nature of our transaction.
€25 EUR in 40 days
8.9
8.9

As an experienced finance professional, I have successfully handled numerous complex projects similar to yours. My pronounced analytical skills coupled with extensive experience in financial planning and analysis make me the ideal candidate for your project. I am well-versed in reviewing purchase agreements, structuring transactions, and assessing potential risks. Given my background, I can effectively determine whether the sailing school acquisition should be structured as a stock/share or asset purchase, and whether any conversion/termination is required prior to closing. Over the years, I have developed deep familiarity with US GAAP and relevant regional business laws which equips me to handle matters of tax obligations, contractual agreements, and liabilities associated with a business acquisition. Servicing clients from diverse backgrounds has sharpened my ability to assess potential risks involved in any transaction making me skilled at identifying hidden liability risks such as taxes, debts, customer credits, prepaid memberships or operational obligations. With regard to your specific requirements, I offer fixed-fee services which can help you reduce costs without compromising on quality. My proficiency in Financial Planning & Analysis would also be useful in overseeing funds transfer from Europe to a US escrow account while ensuring compliance with all necessary regulations.
€18 EUR in 10 days
7.5
7.5

Having completed over 1600 legal documents for a Tier 1 Law Firm, I have honed my skills in Mergers and Acquisitions and can bring highly relevant experience to your project. My background in Corporate Law and Legal Consultation positions me well to understand the intricacies of your New Jersey small business acquisition. I am confident in my abilities to handle a limited-scope review, specifically addressing your target areas. Whether it be analyzing whether a stock/share or asset purchase is more beneficial for your venture or determining the consequences of prior corporate status, my goal is to provide practical and efficient solutions. My proficiency also extends to the management of escrow instructions, which is particularly relevant considering funds will be channeled from the Netherlands/EU into a US escrow account. Additionally, I can assist you in preparing closing checklists and documents while effectively identifying hidden liability risks that may arise at the closure stage - aspects critical for a clean transaction. Another strength I bring to the table is clear communication on legal matters where non-lawyers are involved. Being able to explain complex legal concepts in simple terms will enable you to make informed decisions without feeling overwhelmed. Finally, with proven success in navigating complex projects like yours, I am confident we can work together toward a successful and hassle-free transaction.
€27 EUR in 40 days
5.0
5.0

Hello, This is a classic small cross-border acquisition review where the key value is not drafting heavy documentation, but identifying structural risk, tax exposure, and closing safety for a buyer entering a US business from the EU. I can review your transaction from a buyer-side M&A perspective, focusing on whether the deal should be structured as an asset vs stock purchase, and how the current S-corp status impacts tax treatment and liability transfer. I will also assess deferred payment structures (seller notes / earn-outs) for enforceability and risk exposure. I will carefully review escrow setup options for EU-to-US fund flows, including practical closing mechanics, and flag any NJ-specific bulk-sale or tax withholding risks. Additionally, I will map out hidden liabilities such as employee obligations, contracts, marina agreements, prepaid memberships, and tax exposure so you know exactly what risk transfers at closing. Deliverables include a structured risk memo, red flags summary, recommended deal structure, and a clean closing checklist with required seller documents. If needed, I can also guide escrow setup at a practical level and suggest safe execution flow for closing. Thanks, Asif.
€35 EUR in 40 days
4.2
4.2

As an experienced financial automation expert, I believe my skills align perfectly with your needs. I've successfully leveraged advanced automation and expert financial intelligence to streamline and modernize businesses' financial operations, just like yours. My familiarity with leading accounting systems such as QuickBooks and Xero will enable a smooth transition of funds from Europe into a US escrow account as you require. Additionally, I can diligently review your purchase agreement, assess the potential liabilities hidden in various aspects of the business for you to make informed decisions. In terms of experience with New Jersey small business acquisitions, my proficiency extends beyond mere bookkeeping. I've been actively involved in assisting clients with detailed buyer-side reviews for years now, providing timelines and estimated fee ranges upfront for transparency. Regarding escrow instructions, I can deliver practical, neutral instructions that ensure compliance with regulations while also making it easier for the funds coming from Europe to be accommodated efficiently. On the stock vs asset purchase issue, I assure you of my thoroughness in assessing the potential pros and cons associated with each before advising on the best fit. The bottom line is: my primary aim is to maximize efficiency without compromising the safety and enforceability of the transaction. With a choice of an omnibus approach or definite limited-scope involvement
€20 EUR in 40 days
2.9
2.9

Hi, I can support you on the buyer side with a practical, limited‑scope review of your New Jersey sailing school acquisition. My background is in cross‑border tax and small‑business transactions, especially where clarity is required on structure, liabilities, and documentation before closing. I can assist with: 1. Purchase Agreement Review Memo (plain‑English, section‑by‑section) 2. Deal Structure Recommendation (asset vs. stock) 3. Due Diligence Request List (documents to ask from seller) 4. Risk & Liability Report 5. Escrow & Payment Structure Review 6. Highlighting cross‑border tax considerations relevant to a Dutch buyer investing in a U.S. business 7. Closing Checklist 8. Closing Document Review/Preparation While I’m not a U.S. attorney, I’m a qualified international tax professional and can help you structure, proof, and risk‑check everything so your legal filing and closing process is smooth and well‑prepared. This is a focused, efficient engagement — not a full M&A process. Rate: €30/hr (within your €18–36/hr range) Timeline: I can review your draft agreement and structure within 7-8 days of receiving the documents. Happy to help you move toward a clean, safe closing. Best regards, CA. Sreedeep Chennamangalam
€30 EUR in 25 days
2.5
2.5

I can assist you with practical, buyer-side support for the acquisition of the New Jersey sailing school business and help ensure the transaction is legally and financially clean without overcomplicating the process. I can review the draft purchase agreement, analyse whether an asset purchase or stock/share purchase is more suitable, identify liability risks, and help structure seller payments, escrow protections, and closing conditions from the buyer’s perspective. I can also help flag issues relating to taxes, prior S-corporation status, contracts, memberships, employees/contractors, marina arrangements, and operational obligations that should be addressed before closing. My focus will be on efficient, commercially sensible guidance that protects your investment and supports a smooth closing process. I can also help organise a closing checklist and the key documents you should request from the seller. Could you please confirm whether the seller is transferring the legal entity itself or only the business assets?
€18 EUR in 40 days
1.5
1.5

Hello, I am a US transactional attorney based in New Jersey with 10+ years of experience advising international buyers on small business acquisitions, including sailing schools, marinas, and service businesses, and I will conduct a limited-scope buyer-side review of your purchase agreement, advise on stock vs. asset purchase structure, assess S-corporation status implications, and flag all hidden liability risks (taxes, prepaid memberships, marina contracts, insurance, employees). I will evaluate the seller payment structure (deferred payment / seller note / earn-out), review your escrow instructions or recommend a neutral escrow agent for funds coming from the Netherlands, and confirm whether New Jersey bulk-sale rules or tax escrow requirements apply. I will also prepare a closing checklist and list of documents you should request from the seller before closing, all delivered in a practical, cost-effective manner. My fixed fee for this scope is $2,500 USD, which includes review of your draft agreement, one round of comments, and a closing memo. Timeline: 5–7 business days. Best regards.
€18 EUR in 40 days
0.0
0.0

Hello, I can assist you with a practical, buyer-side review to ensure your acquisition is legally sound and financially clean without unnecessary complexity. I have experience in financial analysis, risk assessment, and supporting small business transactions, including cross-border deals. I can help with: Reviewing your purchase agreement from the buyer’s perspective Advising on stock vs. asset purchase structure Assessing S-corporation implications Reviewing seller payment terms (earn-out, deferred payments, notes) Supporting escrow setup and instructions for EU–US fund transfer Identifying hidden liabilities (taxes, contracts, prepaid obligations, etc.) Preparing/reviewing closing checklist and required documents I’m comfortable working on a limited-scope engagement and can offer a fixed-fee option based on the documents. Initial review can be completed within 2–4 days. While I am not a US-licensed attorney, I can collaborate with or recommend one if needed for legal validation. My focus is to help you close efficiently with clarity and proper safeguards. Looking forward to reviewing your documents. Best regards, Piyush
€27 EUR in 40 days
0.0
0.0

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
€18 EUR in 40 days
0.0
0.0

This is a cross-border acquisition involving a US operating business with EU-based funding, where transaction structure, liability allocation, and closing mechanics are critical for execution certainty. I advise buyers on a focused deal advisory basis, concentrating on structure, risk allocation, and closing readiness. The review covers key deal elements, including the acquisition structure (asset vs. share), S-corporation implications, payment terms including deferred components, escrow arrangements, and potential liability exposure such as tax, employees, contracts, customer obligations, and operational risks. A structured closing framework and checklist will be prepared to ensure all conditions precedent are met prior to funds transfer and completion. Where US-specific legal or tax matters require formal interpretation, appropriate local US counsel is expected to be engaged or consulted to ensure compliance and enforceability. Engagement is limited-scope and focused on execution certainty and successful transaction close. Upon review of the draft agreement, scope and timing for the initial assessment can be confirmed. Best regards, Ebru
€250 EUR in 12 days
0.0
0.0

Kleve, Germany
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