transactional

name	transactional
title	Transactional Practice
description	Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/transactional
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	corporate
language	en
tags	["research","transactional"]

Transactional Practice

Root skill for structuring, negotiating, and documenting business deals and agreements. Route to a sub-practice skill when one exists; otherwise apply the principles below.

Quick Start

1. Identify the transaction type from the routing table below.
2. Confirm governing law, choice of forum, and notice provisions.
3. Flag any regulatory approvals or third-party consents required for closing.
4. Apply core drafting principles throughout.

Sub-Practice Routing

Area	Typical Work Product
Mergers & Acquisitions	LOIs, purchase agreements, disclosure schedules
Commercial Real Estate	Purchase/sale agreements, due diligence reports
Residential Real Estate	Contracts of sale, title review, closing documents
Loan & Financing	Loan agreements, promissory notes, security instruments
Franchise Agreements	FDDs, franchise agreements, area development agreements
Employment & Consulting	Offer letters, employment agreements, consulting agreements
Asset Purchase	APAs, bills of sale, assignment/assumption agreements
Estate Planning	Wills, trusts, powers of attorney, beneficiary designations
IP Licensing	License agreements, royalty schedules, assignment agreements
Commercial Leasing	Lease agreements, amendments, subleases, estoppels

Core Drafting Principles

• Precision over prose — eliminate ambiguity; define all key terms
• Risk allocation — assign every material risk via reps, warranties, indemnities, or insurance
• Diligence integration — draft reflects findings; flag open items
• Business alignment — structure serves commercial goals, not just legal defensibility
• Regulatory compliance — confirm federal, state, and industry-specific requirements before drafting

Pitfalls

• Omitting governing law or forum selection until late drafts
• Failing to surface required regulatory approvals or third-party consents
• Drafting without completed diligence—flag gaps explicitly with [VERIFY]