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Disclosure Schedules

How to draft a clear, accurate disclosure schedule by analyzing material contracts reps and interpreting complex diligence findings.

Background

Your law firm is representing Novano Ventures, a private equity firm, in its acquisition of Jack’s Beanstalks, a privately held agritech business.

Overview Video

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Materials

Planning Materials

Guides and templates for people planning and facilitating the workshop.

  1. Facilitator Guide
  2. Expert Guide
  3. Email Templates – Participant Materials
  4. Email Template – Post-Session Follow-Up

Exercise Materials

Materials that participants will use to complete the exercises.

  1. Participant Guide
  2. Jack’s Beanstalks Promo
  3. Assignment Call
  4. Assignment Call Transcript
  5. Material Contracts Rep
  6. Material Contracts Schedule from Sellers
  7. Diligence Chart

Review Materials

Documents and videos providing guidance for the exercises.

  1. Participant Answers
  2. Answer Key – Material Contracts Disclosure Schedule
  3. Answer Video
  4. Answer Video Transcript