Browse Legal Professionals SECTION 6: Transactional & Corporate Work

The Deal-Point Issue List

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The Deal-Point Issue List

Build an issue list from the deal points below.

Transaction: [TYPE AND SIZE]
Our client: [PARTY AND ROLE]
Points discussed so far: [LIST]
Documents exchanged: [DESCRIBE]

Produce:
1. An issue list organised by topic, each issue framed as a
   decision the parties must make
2. For each: our client's likely preferred position, the
   counterparty's likely position, and the market range
3. Status of each: agreed / open / not yet raised
4. Issues that are logically linked, where a concession on
   one should be traded against another
5. Issues that must be resolved before drafting can proceed
6. Points that have not been raised but always arise in this
   deal type
7. A short "what we need from our client" list to take
   instructions on the open items

Constraints:
- Do NOT treat anything as agreed unless I have said so
- Do NOT cite authority or state what the law requires
- Flag any issue where the market position varies materially
  by jurisdiction as [CONFIRM BY JURISDICTION]

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