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M&A
Buyer or seller side

Asset Purchase Agreement. Buy or sell the business, not the entity.

An Asset Purchase Agreement (APA) is the buyer's preferred structure for most M&A deals under $50M: buyer takes the assets + assumed liabilities; seller's entity remains (responsible for excluded liabilities) and ultimately dissolves. Compared to a stock deal: cleaner liability protection, step-up basis, ability to cherry-pick assets. Compared to a merger: more flexibility on what transfers. We draft buyer-side or seller-side APAs at deal sizes from $1M to $100M+. Counsel-supervised, ready for transactional due diligence.

All 50 states + DC 60-day money-back SOC 2 Type II
How it works

How we handle Conservation Easement, end-to-end.

A conservation easement is a permanent restriction on the use of land, typically donated to a qualified land trust to preserve the land's natural or open-space character.

1

Eligibility review

Land must have conservation value: scenic, ecological, historic, open-space, or recreational. We assess whether your land qualifies. Most rural and undeveloped properties do; urban properties rarely.

2

Land trust selection

Donation must be to a qualified land trust (501(c)(3)). We refer to local and national land trusts (Land Trust Alliance, The Nature Conservancy, regional trusts). They accept the easement and hold the restriction in perpetuity.

3

Engineering + appraisal

Engineering work documents the conservation value. Qualified appraisal determines diminished land value (the deduction amount). IRS scrutinizes appraisals; we use highly credentialed appraisers with conservation easement experience.

4

Legal documentation + closing

Easement document recorded with county recorder. Permanent restriction runs with the land. Donor receives appraisal-supported deduction. Coordination with attorney specializing in conservation easements.

What we'll set up for you

A clean handoff, in four steps.

You give us the basics. We handle the state, the IRS, and the compliance clock so you can focus on the business.

01 · Name + Brand

A name that's actually available.

Real-time check against the state register, USPTO trademark database, and matching domains.

02 · State filing

Filed with the Secretary of State.

We submit your Articles, pay the state fee on your behalf, and return the stamped certificate.

03 · Federal IDs

EIN + the right tax setup.

Federal Employer ID with the IRS, plus state tax accounts when your business needs them.

04 · Stay compliant

Registered Agent + deadline tracking.

Your agent on file in every state, with every renewal and annual report tracked in one calendar.

Pricing

Transparent conservation easement pricing.

Government fees pass through at cost. No upsells.

APA · simple deal under $5M

$2,499
Standard structure

Single-buyer + single-seller + standard structure. Modest reps + indemnification. Best for asset deals with limited complexity.

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APA · complex / RWI

$9,999
$50M+ with R&W insurance

Complex APA with R&W insurance integration, multi-jurisdiction, regulatory approvals, multiple closing tranches. For institutional / private-equity transactions.

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FAQ

About the Conservation Easement Service.

Should I do an asset deal or a stock deal?
Buyer almost always prefers asset (clean liability + step-up basis). Seller often prefers stock (single-level tax + 100% liquidity). The deal usually structured by buyer; seller compensates with price. Special structures (Section 338(h)(10) for S-corps) bridge. We model both at LOI stage.
What does 'Section 338(h)(10)' mean?
An IRS election available when buying an S-corp (or QSub): treat the stock purchase as if it were an asset purchase for tax purposes. Buyer gets stepped-up basis (depreciation benefits); seller has same single-level tax as a stock deal. Win-win when available.
How long does APA drafting take?
Standard APA: 7-10 days from completed term sheet to first draft. Then 2-4 weeks of negotiation, disclosure schedules, conditions to closing. Closing typically 30-90 days after signing. We handle drafting + negotiation; closing logistics through counsel.
What is a representation & warranty (R&W) policy?
Insurance covering buyer's losses from breach of seller's reps. Replaces or reduces seller's indemnification. Typical: 10% of deal value coverage at 3-5% premium, 1-3% retention. Common at $10M+ deals, becoming standard. We coordinate brokers.
What about the operating agreement / shareholder approvals?
Usually required: target's board + shareholders must approve. Specific votes required (often supermajority of voting stock + Common). Drag-along rights pull along minority holders. We map the consent process at LOI.
Are non-competes enforceable?
Generally yes for sellers (different from employee non-competes). Reasonable scope (geography, duration, business line) typically enforced even in CA + ND (which restrict employee non-competes). Standard: 3-5 years. We tailor by jurisdiction.
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A compliance partner, not a transaction

Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.

Premium experience competitors cannot match

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