Equity Partners Limited

For Rick · EPL brand sale

The 12-step working plan.

Copy the short version into an email. Use the indexed notes below to run each action.

01. Verify mark + Section 8

Have IP counsel confirm the live USPTO record, maintenance timing, and the correct assignment path before the package goes to market.

Owner
IP counsel
Deliverable
Written clearance + filing plan

Actions

  1. Review the official TSDR record for Serial No. 90271503 and Registration No. 6,549,376.
  2. Confirm the listed owner, covered services, current record, and any assignment or consent issue.
  3. Calendar the Section 8 filing window of 2 November 2026–2 November 2027 and prepare the use evidence.
  4. Ask counsel to state what must be signed and recorded when the mark transfers.

Done when Counsel provides a written clearance, filing calendar, and assignment checklist.

02. Approve the asset list

Define exactly what the buyer receives so every listing and legal document describes the same package.

Owner
Rick
Deliverable
Approved asset schedule

Actions

  1. Use the registered trademark as the lead asset.
  2. List both domains, the selected sale site, identity source files, and agreed owned content.
  3. Identify third-party tools, licensed material, and anything that cannot transfer.
  4. Approve one dated schedule for the listings, NDA, LOI, and purchase agreement.

Done when One signed-off schedule defines every included asset and every exclusion.

03. Gather ownership proof

Build a clean evidence folder that shows control of every item on the approved asset schedule.

Owner
Rick + operator
Deliverable
Indexed evidence folder

Actions

  1. Export records showing control of the domain and registrar accounts.
  2. Collect logo source files, website files, and creator or vendor assignment records.
  3. Document site administration access and the rights to included content.
  4. Save dated evidence of commercial use and index it by asset.

Done when Every scheduled asset has matching, easy-to-find ownership evidence.

04. Publish the chosen sale page

Rick chooses one concept; the operator turns it into the single buyer-facing destination.

Owner
Rick + operator
Deliverable
Approved page + clean routes

Actions

  1. Choose V1, V2, V3, V4, or V5 as the final buyer-facing design.
  2. Publish only that design on the sale URL and remove comparison controls from the buyer-facing page.
  3. Point equity-partners-limited.com directly to Cloudflare Pages over HTTPS.
  4. Route equitypartnerslimited.com to the canonical URL with one HTTPS 301 redirect and test every variant.

Done when Both .com domains open the approved sale page over HTTPS without a comparison switcher.

05. Open the NDA data room

Create a controlled diligence space that a qualified buyer can navigate without assistance.

Owner
Rick + counsel
Deliverable
Indexed buyer data room

Actions

  1. Create folders for the trademark, domains, site, identity, content, and transaction documents.
  2. Upload the asset schedule, official records, ownership proof, source files, and handover notes.
  3. Limit access to NDA-approved buyers and test permissions before sharing.
  4. Add a visible index, version number, and date.

Done when An approved buyer can find the evidence for every offered asset from one index.

06. Prepare deal documents

Have the legal and process documents ready before buyer conversations accelerate.

Owner
Legal counsel
Deliverable
Ready-to-use document set

Actions

  1. Prepare the NDA and a short buyer inquiry form.
  2. Create a diligence request list and LOI structure.
  3. Draft the asset purchase agreement, trademark assignment, and bill of sale.
  4. Prepare escrow instructions and a practical transfer checklist.

Done when Counsel-approved working drafts are ready to issue at each deal stage.

07. Post to five verified channels

Use one factual description and one inquiry route across every listing. These channel pages were checked on 25 July 2026.

Owner
Operator
Deliverable
Live, consistent listings

Actions

  1. Lead with the registered trademark, then name the two domains, live site, and production brand kit.
  2. Publish the trademark package on U.S. Trademark Exchange.
  3. Publish both domains on Afternic and Sedo with identical package wording.
  4. Publish the complete site and digital-asset bundle on Flippa without unverified traffic or revenue claims.
  5. Use LinkedIn Sales Navigator for named outreach; review Communer’s exclusivity terms before treating it as an optional alternative.

Optional only: review Communer’s current terms before listing.

Done when Five core channels are live, use matching facts, and feed every inquiry into one tracker.

08. Contact target buyers

Run focused outreach to organizations that could credibly use the EPL name and positioning.

Owner
Rick + operator
Deliverable
Buyer list + outreach log

Actions

  1. Build a named list of independent sponsors, boutique investment firms, family offices, operators, and advisers.
  2. Write one specific reason the brand could fit each target.
  3. Send a short personalized note with the teaser or sale-page link.
  4. Log the contact, date, response, owner, and next action.

Done when Every priority target has an outreach owner, status, and dated next step.

09. Qualify before access

Protect private materials and spend time only on credible buyer conversations.

Owner
Rick
Deliverable
Qualified buyer record

Actions

  1. Confirm the person’s identity, organization, and intended use of the brand.
  2. Understand timing, acquisition process, and ability to complete the transaction.
  3. Obtain a signed NDA before granting data-room access.
  4. Log the approval, access date, open questions, and next meeting.

Done when The file states why the buyer was qualified, who approved access, and what happens next.

10. Sign the LOI

Convert serious interest into a defined path to diligence, documents, and closing.

Owner
Rick + counsel
Deliverable
Signed LOI

Actions

  1. Identify the exact assets using the approved asset schedule.
  2. Set the diligence scope, timing, exclusivity terms, and responsibilities.
  3. Record the closing conditions, payment mechanics, and escrow process.
  4. Define transition support and the target closing date.

Done when The signed LOI matches the asset schedule and gives both sides a workable closing plan.

11. Complete diligence

Resolve buyer questions and turn the agreed structure into signing-ready documents.

Owner
Counsel + buyer
Deliverable
Complete signing set

Actions

  1. Maintain one diligence request list with an owner and status for each item.
  2. Answer requests using indexed evidence from the data room.
  3. Resolve or document exceptions, dependencies, and required consents.
  4. Finalize the purchase agreement, assignment, bill of sale, and escrow instructions.

Done when Diligence items are resolved or documented and every closing document is ready to sign.

12. Fund, transfer, and record

Execute closing in a controlled order and preserve one complete transaction record.

Owner
Rick + counsel
Deliverable
Completed closing file

Actions

  1. Execute the agreements and fund the approved escrow.
  2. Transfer the domains, site, identity files, and included content with written receipts.
  3. Execute the trademark assignment and submit the recordal as counsel directs.
  4. Obtain buyer acceptance, release escrow, and archive the complete closing file.

Done when Funds are released, assets are accepted, recordal is submitted, and the closing archive is complete.