PARTNERING AIDS

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Executive Partnering Kit
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WHAT IS PARTNERING?
How to Partner
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Partnering With Lions
Partnering With Customers
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12 Common Partnering Mistakes

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Partnering Aids and Tools


The Executive Partnering Kit


The Executive Partnering Kit

SAVE $50.00! Buy all three Partnering Aids! One copy each of: Corporate Partnering, A "How To" Handbook, Sahakian's Key Partnering Checklists, and Curt Sahakian's Due Diligence Checklists. $297
Or call us on our 1-800-948-1700 order line.


Corporate Partnering - A How-To Handbook

A practical 296 page handbook on forming Joint Ventures, Strategic Alliances, Partnerings. $149.00

  • Includes over 100 partnering examples
  • How to use 25 basic partnering agreements and 10 basic partnering structures
  • 7 funding techniques, 8 ways to handle deadlocks, the 5 basic buy/sell structures
  • The "Deadly Dozen" most dangerous mistakes
  • How to use a unique tool called a "deal sheet" - a tool that walks you step-by-step through the deal formulation process. You won't find this anywhere else!
  • What the National Review of Corporate Acquisitions has to say about it:"...a concrete, practical, step-by-step guide...over 100 partnering examples... explains how to use 25 basic partnering agreements...outlines the value and use of 'deal sheets'..."

Table of Contents
(detailed table of contents)
Chapter 1 - Corporate Partnering - Is It For You?
Chapter 2 - Benefits of Corporate Partnering
Chapter 3 - Disadvantages of Corporate Partnering
Chapter 4 - Finding and Evaluating Partners
Chapter 5 - Structuring Your Deal
Chapter 6 - The Basic Building Blocks
Chapter 7 - Negotiating and Closing The Deal
Chapter 8 - Deal Sheets
Chapter 9 - Using and Controlling Lawyers
Chapter 10 - The Deadly Dozen
Chapter 11 - Managing Partnering Relationships
Chapter 12 - Recurring Issues
Chapter 13 - How To Get Started
Appendix A - Deal Sheet Outline
Appendix B - Self Needs Worksheet
Appendix C - Target Company Worksheet
Appendix D - About the Author
(detailed table of contents)

Or call us on our 1-800-948-1700 order line.



Sahakian's Key Partnering Checklists


Checklists for the 11 most common types of partnering agreements with comments. 165 pages $99.00

  • Do quicker, easier, better deals. Worth Its Weight in Legal Fees! You won't get what you don't ask for. Learn what to look for and what to ask for! The three most fundamental rules for structuring a successful partnering agreement.
  • Checklists for: Marketing and Distribution Agreements, License Agreements, R&D Agreements, Manufacturing/Supply, Outsourcing, Facilities Management, Guarantees, Letters of Credit, Proprietary Rights, and Non-competition Agreements.
  • Includes the CPI Legal Fee Guidelines - (including estimated cost/time per task) for the checklisted agreements - to help you manage legal costs


Table of Contents
(detailed table of contents)
Chapter 1 - How to Use The Checklists
Chapter 2 - General Issues Checklist
Chapter 3 - Marketing and Distribution Agreements
Chapter 4 - License Agreements
Chapter 5 - R&D Agreements
Chapter 6 - Manufacturing/Supply Agreements
Chapter 7 - Outsourcing & Facilities Management
Chapter 8 - Guarantees
Chapter 9 - Letters of Credit
Chapter 10 - Proprietary Rights Agreement
Chapter 11 - Non-Competition Agreements
Appendix A - CPI Legal Fee Guidelines For Partnering Agreements
Appendix B - Managing Legal Fees About the Author
(detailed table of contents)

Or call us on our 1-800-948-1700 order line.



Sahakian's Due Diligence Checklists


A 118 page set of checklists. Questions to ask before you buy or partner with a company. $99.00

  • The Questions You Should Ask Before You Acquire or Partner With a Company! Uncover hidden "Gotchas". Operations, Distribution, Customers, Products, Suppliers.
  • Includes detailed chapters on different types of assets, customers, employee agreements and benefit plans, environmental issues, foreign operations, legal matters, overlooked information sources, product issues, suppliers, tax issues, and matters relating to change in ownership.
  • For both experienced professionals and first-timers.

Table of Contents
(detailed table of contents)
Chapter 1 - How to Use The Checklists
Chapter 2 - General Issues Checklist
Chapter 3 - Marketing and Distribution Agreements
Chapter 4 - License Agreements
Chapter 5 - R&D Agreements
Chapter 6 - Manufacturing/Supply Agreements
Chapter 7 - Outsourcing & Facilities Management
Chapter 8 - Guarantees
Chapter 9 - Letters of Credit
Chapter 10 - Proprietary Rights Agreement
Chapter 11 - Non-Competition Agreements
Appendix A - CPI Legal Fee Guidelines For Partnering Agreements
Appendix B - Managing Legal Fees About the Author
(detailed table of contents)

Or call us on our 1-800-948-1700 order line.


Agreements and Forms

The CPI Partnering Agreements

A collection of Joint Venture, Strategic Alliance and Partnering agreements.

These are real agreements that have been used by a variety of real companies in a range of industries, situations and deal structures illustrating common practices, provisions and deal structures.

There are over 180 agreements organized into 12 modules grouped by subject area:

  • Module 1 - Marketing, Sales and Distribution Agreements (26 agreements)
  • Module 2 - Supply and Sourcing Related Agreements (26 agreements)
  • Module 3 - Financing and Equity Related Agreements (10 agreements)
  • Module 4 - Product and Technology Development Agreements (15 agreements)
  • Module 5 - Joint Venture Agreements (12 agreements)
  • Module 6 - Dissolution, Restructuring and Termination Agreements (5 agreements)
  • Module 7 - Letters of Intent, Term Sheets, Letter Agreements and MOUs (11 documents)
  • Module 8 - Outsourcing Master Agreements (19 agreements)
  • Module 9 - Outsourcing of Information Technology Agreements (10 agreements)
  • Module 10 - Outsourcing of Manufacturing Agreements (15 agreements)
  • Module 11 - Outsourcing of Business Processes Agreements (31 agreements)
  • Module 12 - Outsourcing - General Agreements (14 agreements)

provided in MS Word format files
More Information | Master Table of Contents


Outsourcing Agreements

Modules 8-12 of the CPI Partnering Agreements.

Modules 8-12 of the CPI Partnering Agreements are comprised of 89 real outsourcing agreements. They have been used by a variety of real companies in a range of industries, situations and deal structures illustrating common practices, provisions and deal structures.

  • Module 8 - Outsourcing Master Agreements (19 agreements)
  • Module 9 - Outsourcing of Information Technology Agreements (10 agreements)
  • Module 10 - Outsourcing of Manufacturing Agreements (15 agreements)
  • Module 11 - Outsourcing of Business Processes Agreements (31 agreements)
  • Module 12 - Outsourcing - General Agreements (14 agreements)

provided in MS Word format files
More Information | Master Table of Contents


The CPI Deal Making Kit

A set of documents and templates to help you wire and close your marketing, distribution, partnering, and outsourcing deals.

Includes 6 Letters of Intent, 4 Deal Sheets, 1 Memorandum of Understanding, 8 deal agreements (3 Deal Sheet Agreements, 5 NDAs, a Finders agreement), a Multi-Purpose Addendum and Letter of Amendment, and exhibit and schedule forms.

provided in MS Word format files
More Information | Table of Contents


The CPI Acquisition Agreements Set

10 Stock Purchase Agreements and 19 Asset Purchase Agreements covering a variety of deals illustrating common practices, provisions and deal structures.

Provided in MS Word format files
More Information | Table of Contents


The CPI Acquisitions Kit

  • 3 Different Asset Purchase Letters of Intent
  • 3 Different Stock Purchase Letters of Intent
  • 2 Different Stock Swap / Stock Purchase Deal Sheets
  • 1 Deal Sheet Agreement for a Joint Venture with Equity Investment
  • 1 Detailed Term Sheet for Merger of Two Companies into a Surviving Company
  • 1 Letter of Intent for a Merger of Two Companies into a Surviving Company
  • 3 Different Letters of Intent to purchase bankrupt or financially troubled companies
  • 1 Acquisition Due Diligence Information Request Letter
  • 1 Acquisition Due Diligence Non-Disclosure Agreement

provided in MS Word format files
More Information | Table of Contents


Executive Guides

"Customer Partnering - An Executive Guide to Key Practices" by Curtis E. Sahakian Proven methodologies and practices for partnering with your customers. Includes a step-by-step process for building a joint business plan with your customers - reserving a special place for you. More Information

"Shareholder Buy/Sell Agreements - Key Practices & Common Provisions" by Curtis E. Sahakian the "Russian Roulette" Buy/Sell, the "Texas Showdown", the "Armenian Handshake". Sections on: Managing Shared Control - Key Practices, The Eight Basic Ways to Handle Deadlocks, The Four Basic Types of Business Valuations. A complete yet condensed explanation of what every shareholder needs to know about sharing ownership and control of a private company! More Information

"Business Applications of Propaganda" by Curtis E. Sahakian Demagogues throughout history have used it. Today those people most successful at marketing and selling use it. Based on University research in the emerging field of Economic Behavioralism. The top 15 basic types of propaganda techniques and the decision making flaws which they exploit. We explain each one and give practical tips on how to apply them in business applications - and how to avoid traps set by others making use of them. More Information

The "One Page Strategy Sheet" by Curtis E. Sahakian a single piece of paper that communicates to all the people in an organization the information each person needs to coordinate everyday decisions. A to-the-point, instruction manual on how to use techniques such as Michael Porter's Five Forces Analysis, The Discretionary Dollar, The Virtual Dollar, and Value Chain Ratcheting to create a concise one-page business plan that everyone in your company can read and follow. Get everyone rowing in the same direction. More Information

"Sahakian's Rules" by Curtis E. Sahakian Success Strategies of Leading Executives. A collection of over 240 concise and practical business rules covering 32 critical topics. Includes battle tested rules and strategies for taking and defending market share, partnering and joint ventures, bluffing, leading and responding to change, managing people, running a business, and launching new products.

The "Delphi Method" by Curtis E. Sahakian This Business Guide provides a condensed discussion of the use of the "Delphi Method" for strategic planning. More Information


Telephone Support & Assistance

Don't forget Our Telephone Support & Assistance

An Experienced Helping Hand. Sometimes there is no substitute for a steady and experienced hand to help you when you are facing issues that you haven't dealt with before. We are here to help. We are used to providing this help day or night in all time zones.

Consultative Support in Use of Our Products. We provide provide consultative support in the use of all of our products. All services are provided by experienced and credentialed experts.

Assistance in Modifying Agreements and Forms. This includes assistance in modifying our agreements and forms for your specific needs - for creating custom agreements and forms - or to just give you a helping hand in using our partnering tools and materials. We do charge extra for it, but we make available everywhere in the world.

Telephone Guidance in Using Our Products. Walk Through It includes walking you through our materials and helping you apply them to your specific, real life situation.

Business or Personal Executive Assistance. Some executives and professionals purchase our services on behalf of their company or firm. Others purchase our telephone consultingn services privately and confidentialy to improve their performance without letting on to others in their company on how they are able to get to speed so quickly and surely with such experienced moves. In either case, we're here to help you.

Find Out More. To learn how to purchase on-call telephone support from us, see: http://corporatepartnering.com/2-teleconsult.htm or contact Heidi at 847-677-1457 or 1-800-948-1700 or Heidi.Redford@PartneringAgreements.com or fax 847-677-1004 USA or fax 312-376-8825 USA. We are located in the USA at The Corporate Partnering Institute, 4843 Howard Street, Skokie, Illinois 60077 just outside of Chicago.

Call and ask how we can help you... Call 1-800-948-1700, ask for Heidi. Or email Heidi at HeidiRedford@cpi.us

 
 

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