What is ready. What remains.

1.0 · Approve

01. Choose the final package and page

Rick makes the two decisions no public research can make: what the buyer receives and which presentation becomes the single public sale page.

Owner

Rick

Output

Approved asset schedule + selected V1–V5 direction

Do this

1. Confirm the trademark, both domains, live site files, 190-file brand package and agreed content rights are included.
2. Write down any excluded account, file, content item or continuing right.
3. Select one presentation from V1–V5 and approve removal of the comparison switcher for launch.

Why now Every listing, legal document and buyer answer must use the same asset boundary.

Done when Rick signs off one asset schedule and one public page.

1.0 · Approve

02. Get counsel’s filing and transfer sign-off

The public record and dates are verified; counsel must decide the legal filing evidence, document language and transfer sequence.

Owner

IP counsel

Output

Written maintenance + transfer checklist

Do this

1. Confirm current owner details, covered Class 036 services and acceptable proof of continued use.
2. Set the Section 8 filing plan for the 2 Nov 2026–2 Nov 2027 window.
3. Prepare the assignment and transaction-document requirements, including transfer of associated goodwill.

Why now Buyers will ask whether the mark can be maintained and recorded in the buyer’s name.

Done when Counsel provides a written filing and closing checklist.

1.0 · Approve

03. Add private control evidence

The public evidence and brand inventory are ready. Account holders now add records that cannot be collected from outside the business.

Owner

Rick + account holders

Output

Approved, NDA-gated evidence room

Do this

1. Add registrar control screenshots or records for both domains.
2. Add website and hosting handover notes without exposing passwords in the index.
3. Add specimens of use, original-content rights and any third-party licence limits.
4. Match each folder to the approved asset schedule and give counsel review access.

Why now A credible buyer must be able to verify that every promised asset can actually be transferred.

Done when Counsel and Rick can open one indexed room and locate the control proof for every included asset.

2.0 · Market

04. Publish listings and targeted outreach

The channels and base copy are prepared. Publishing requires the relevant account holder and Rick’s final approval.

Owner

Account owner + operator

Output

Live listings + named outreach tracker

Publish here

Then do this

1. Use the same asset facts and selected sale-page link in every listing.
2. Build a named list of independent sponsors, boutique investment firms, family offices, M&A advisers and buy-and-build operators.
3. Send a short, specific note explaining why EPL may fit each target.
4. Track channel, contact, response, owner and dated next action in one place.

Why now Broad listings create discoverability; named outreach creates relevant conversations.

Done when All five channels are live and every priority target has an owner and next action.

2.0 · Market

05. Qualify buyers before access

Keep private evidence out of public listings and spend time only on credible buyer conversations.

Owner

Rick

Output

Qualified buyer file

Do this

1. Confirm the person’s identity, organization and intended use of the EPL name.
2. Understand the buyer’s process, timing and ability to complete.
3. Execute an NDA before opening the private evidence room.
4. Log who approved access, open questions and the next meeting.

Why now Qualification protects private information and keeps the process focused.

Done when The file says why the buyer qualified and what happens next.

3.0 · Close

06. Agree the LOI and finish diligence

Turn serious interest into a defined transaction, then resolve the buyer’s evidence questions before signing.

Owner

Rick + counsel + buyer

Output

Signed LOI + complete signing set

Do this

1. Use the approved asset schedule to define exactly what the LOI covers.
2. Set diligence scope, timing, exclusivity, conditions and transition responsibilities.
3. Run one diligence request list with an owner and status for each item.
4. Finalize the purchase agreement, trademark assignment, bill of sale and escrow instructions.

Why now The LOI aligns the parties; diligence and documents turn that alignment into a closable deal.

Done when Open issues are resolved or documented and every closing document is ready to sign.

3.0 · Close

07. Fund, transfer and record

Close in a controlled order so payment, asset delivery and ownership records stay synchronized.

Owner

Rick + counsel + buyer

Output

Completed closing archive

Do this

1. Execute the agreements and fund the approved escrow.
2. Transfer the domains, website, brand package and included content with written receipts.
3. Execute the trademark assignment and submit it through the USPTO Assignment Center as counsel directs.
4. Obtain buyer acceptance, release escrow and preserve the complete closing file.

Why now Escrow reduces the risk that money or control moves without the matching performance.

Done when The buyer accepts the assets, funds are released, recordal is submitted and the closing archive is complete.