Give each closing task an owner
A buyer notice, a seller tax response and an entity ending are different jobs. Put the responsible person, supporting records and proof of completion beside each task in your closing checklist.
Ask your CPA and attorney to confirm which steps apply to an asset sale, an ownership interest sale or a continuing seller entity. General information here is not tax or legal advice.
Buyer and closing counsel
Coordinate the bulk sale notice and follow any escrow instructions.
Seller and accountant
Reconcile returns, liabilities and the accounts that remain open.
Entity owners and counsel
Decide whether the seller entity continues, dissolves or cancels.
Choose the task you need to prepare
Put paperwork beside the valuation
Documents affect timing and the money available after a sale. Tell your adviser about missing returns, unresolved notices or a planned entity closure before you accept a closing schedule.
You can request a sale introduction while your CPA and attorney confirm the filing details. A broker supports the transaction process; professional filing advice remains with your advisers.