SUBMISSION PACKAGE
In addition to needing direct access to principal parties in order to package the client's desires in an accurate manner... Magister Operis™ will need the following items submitted to get a competent response from the equity firm.
1. Client Information Sheet (CIS)
o Client info
o Internal and/or External Legal Counsel
o Banking and bank officer
2. Copy of Passport
3. Proof of the Asset
4. Proof of Value
o Statements
o Appraisals
o Municipal/tax valuations
5. History of the Asset
6. Authorization to Verify
7. Available Information for income producing properties
o Description
o Gross Profit
o Net Profit
8. Time Table for Closure
9. Any other supporting information