Ask the Experts: Board Checklist for Sales and Transfers

Join UHAB as Guest Speaker Jarrel Guerrero from Goldstein Hall discusses a practical checklist of the information, documentation, and due diligence that Boards should gather and review before submitting a file for processing. The goal is to help expedite transactions and facilitate a smoother closing.

Topics will include identifying the attorneys involved, collecting required due diligence and corporate documents, confirming possession of the necessary corporate kit, conducting any required interviews—particularly in estate matters—and completing the necessary searches for review.