Innitial Engagement

Advisory Note for Deal Intermediaries and Facilitators

These advisory outlines the essential steps required before initiating formal engagement with the Seller regarding any First Time Buyer. Your cooperation is vital to ensure a transparent and efficient transaction process.

1. Financial and Logistical Solvency Assessment

• Evaluate the prospective Buyer’s financial capacity to support the intended purchase.
• Confirm logistical readiness for product delivery, storage, and distribution.

2. Acceptance of Seller’s Transaction Procedure

• Confirm the Buyer’s full acceptance of at least one Seller-approved transaction procedure applicable to First-Time Buyers.
• Ensure this acceptance is documented and acknowledged prior to further engagement.

3. Identification and Engagement of Buyer Decision Makers

• Identify and share the names and roles of the Buyer’s key decision makers.
• Confirm their availability for a direct, no-compromise phone call with the Seller.
• Purpose of the call:
  • Introduce both parties and their respective projects.
  • Clarify questions regarding pricing, procedures, initial product selection, and contract terms.

4. Weekly Communication Protocol

• Upon completion of the above steps, Facilitators/Intermediaries must elect one representative to:
  • Maintain weekly communication with the Seller.
  • Receive Seller updates and share Buyer updates.
  • Ensure continuity and transparency throughout the negotiation and onboarding process.

Additional Note

• The IMPFA form will be shared at the appropriate stage of the engagement.

Thank you for your attention and commitment to maintaining the integrity of this process.