Coordinate the licensing documents behind a planned school purchase or ownership change, with practical support for the institution, buyer, and their advisors.
I review the proposed ownership structure and transaction plans with your team, prepare the CIE ownership-change application, and assist with submission. I coordinate the application with the transaction and financial documents supplied by your attorney and CPA so the materials describe the same proposed change.
I assess questions raised during review, help prepare responses and revised materials, and assist with follow-up submissions concerning the ownership change.
I help prepare your institution for Commission consideration and attend the CIE meeting with you. I also assist with the compliance response to conditions and documentation required by a clerked legal order.
Yes. A stock purchase, asset purchase, or other control change can raise different documentation questions. Bring the proposed structure into the discussion early; the scope must fit the actual transaction.
I assist with the CIE application and institutional documentation. Your attorney handles transaction documents and legal advice, and your CPA handles the financial work. We can coordinate those contributions.
Tell me about the planned ownership change and your target dates.
Discuss your ownership change