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Evidence Guide: CPPREP4264 - Manage the sales process in business broking

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPPREP4264 - Manage the sales process in business broking

What evidence can you provide to prove your understanding of each of the following citeria?

Negotiate requirements and complete sale of business.

  1. Maintain communication with vendor and during the sales process.
  2. Identify and resolve issues that may impact the successful conclusion of the sale.
  3. Negotiate price, terms and conditions of sale of business.
  4. Negotiate conflict or deadlocks and confirm terms with parties to the sale.
  5. Administer and secure deposit according to legislative requirements.
Maintain communication with vendor and during the sales process.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify and resolve issues that may impact the successful conclusion of the sale.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate price, terms and conditions of sale of business.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate conflict or deadlocks and confirm terms with parties to the sale.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Administer and secure deposit according to legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Organise execution of documentation for sale of business.

  1. Provide disclosure documentation according legislative requirements.
  2. Prepare sales documentation according to agency requirements.
  3. Arrange completion of sales documentation by all parties to the sale.
  4. Facilitate engagement of legal advisor according to type of sale and complete pre-settlement processes according to legislative requirements.
Provide disclosure documentation according legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare sales documentation according to agency requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Arrange completion of sales documentation by all parties to the sale.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Facilitate engagement of legal advisor according to type of sale and complete pre-settlement processes according to legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor contract settlement.

  1. Monitor progress of contract and adherence to conditions of sale according to agency requirements.
  2. Maintain communication with all parties to the sale to facilitate contract settlement.
  3. Confirm settlement has concluded and complete post-settlement processes.
Monitor progress of contract and adherence to conditions of sale according to agency requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain communication with all parties to the sale to facilitate contract settlement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm settlement has concluded and complete post-settlement processes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and complete post-sale processes.

  1. Evaluate vendor and buyer satisfaction to establish future business opportunities.
  2. Update databases to inform future prospecting activities.
Evaluate vendor and buyer satisfaction to establish future business opportunities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Update databases to inform future prospecting activities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge