Disclosure Letter — Drafting

£895.00

Drafting or reviewing a disclosure letter against the warranties in an SPA or APA. The disclosure letter is the seller’s opportunity to qualify the warranties by disclosing known issues. Covers a standard set of general disclosures and up to 20 specific disclosures.

What’s included:

•       A consultation to understand the warranties and the matters to be disclosed.

•       Drafting of a disclosure letter with general disclosures and up to 20 specific disclosures against the warranty schedule.

•       A disclosure bundle index.

•       One round of revisions based on your feedback.

•       Final version ready for delivery at completion.

What’s not included:

•       Disclosure letters requiring more than 20 specific disclosures (I can quote for more extensive disclosures).

•       Conducting the underlying due diligence to identify what needs disclosing.

•       Negotiation with the other party beyond the scope described above.

•       Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.

FAQ

Q: Why is the disclosure letter so important?

A: Warranties in an SPA or APA are statements by the seller about the state of the business. If a warranty turns out to be untrue, the buyer may have a claim. The disclosure letter is the seller’s chance to say ‘I told you about this before you bought the business’ — a proper disclosure can prevent a warranty claim. Getting the disclosures right is critical for the seller’s protection.

Drafting or reviewing a disclosure letter against the warranties in an SPA or APA. The disclosure letter is the seller’s opportunity to qualify the warranties by disclosing known issues. Covers a standard set of general disclosures and up to 20 specific disclosures.

What’s included:

•       A consultation to understand the warranties and the matters to be disclosed.

•       Drafting of a disclosure letter with general disclosures and up to 20 specific disclosures against the warranty schedule.

•       A disclosure bundle index.

•       One round of revisions based on your feedback.

•       Final version ready for delivery at completion.

What’s not included:

•       Disclosure letters requiring more than 20 specific disclosures (I can quote for more extensive disclosures).

•       Conducting the underlying due diligence to identify what needs disclosing.

•       Negotiation with the other party beyond the scope described above.

•       Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.

FAQ

Q: Why is the disclosure letter so important?

A: Warranties in an SPA or APA are statements by the seller about the state of the business. If a warranty turns out to be untrue, the buyer may have a claim. The disclosure letter is the seller’s chance to say ‘I told you about this before you bought the business’ — a proper disclosure can prevent a warranty claim. Getting the disclosures right is critical for the seller’s protection.