Documents Needed
Exit Plan Toolkit
π§° Exit Plan Toolkit: Download Your Final Resources Use the tools below to complete your Final Exit Plan Workshop. These resources are designed to help you get clear, confident, and fully in control of your property business exit strategy. π 1. Exit Planning Worksheet This simple yet powerful worksheet helps you map your desired […]
Support Materials
π Advanced Lesson 24: Portfolio Structuring & Asset Protection π Group Structure Example Holding Company: UK Property Strategy Holdings Ltd βΆ SPV 1 β UKPS Lease Options Ltd βΆ SPV 2 β UKPS Assisted Sales Ltd βΆ SPV 3 β UKPS JV Projects Ltd βΆ SPV 4 β UKPS Deal Packaging Ltd Each subsidiary handles […]
Four Examples for Advanced Lesson 23
π Advanced Lesson 23: Raising Private Finance with Confidence β 1. Investor Pitch Deck Template (Outline) Slide 1: Title Slide Project Name, Logo, Your Name, Contact Info Slide 2: Introduction Who you are and why youβre presenting Slide 3: Market Opportunity Brief on the UK property market and current demand Slide 4: The Deal Overview […]
β Exit Planning Checklist
β Exit Planning Checklist π Review the original deal structure and agreed exit terms π Run current market appraisal to confirm uplifted value (ARV) π· Calculate outstanding balances (mortgage, vendor finance, etc.) π Run ROI and equity release calculations using latest figures π¦ Contact broker to explore refinance options π€ Prepare property sale listing or […]
Negotiation Prep Worksheet
π Advanced Lesson 21: Negotiating Win-Win Deals with Landlords and Estate Agents Deal Negotiation Preparation Property Address: _________________________ Seller/Landlord/Agent Name: _________________________ What They Want Desired Price or Rent: Timeline to Sell or Let: Pain Points (voids, repairs, time): What We Can Offer Offer Structure: Length of Agreement (if applicable): Upside for Them: Framing Statements to […]
Confidence Tracker β Daily Momentum Log
π Advanced Lesson 20: How to Build Confidence as a Property Investor β One Deal at a Time π Confidence Tracker β Daily Momentum Log Use this simple tracker to build confidence through daily, consistent action. Just tick off what youβve done and reflect on what worked. π Date π₯ Seller Contacted π Deal Analyzed […]
β Decision Filter Template & Emotional Triggers Worksheet
π Advanced Lesson 19: How to Avoid Emotional Decisions in Property Investing β Decision Filter Template π§ Deal Decision Filter Template Use this checklist before committing to any creative property deal: Does the deal meet my financial goals? β Cash flow target: Β£_____ per month β Profit on exit (flip/assisted sale): Β£_____ β Minimum ROI […]
Property Due Diligence Checklist
π Advanced Lesson 18: Mastering Due Diligence on Properties Before Making an Offer β Property Due Diligence Checklist Use this checklist before making any offer on a property. It ensures you have verified key facts, uncovered potential risks, and protected yourself from surprises. ποΈ Property & Ownership β Property address confirmed and correct β Owner […]
Seller Conversation Cheat Sheet
π Advanced Lesson 17: Confident Offer Presentation β No Jargon Needed π£οΈ Seller Conversation Cheat Sheet Use these clear, confident phrases when speaking to sellers about creative property deals. They avoid legal jargon and make complex ideas easy to understand. π― Opening the Conversation βThanks again for your time. Iβve had a good look at […]
Offer Summary Sheet Adv Lesson 16
π Advanced Lesson 16: How to Pitch Creative Deals to Estate Agents π Offer Summary Sheet Property Address: [Insert Full Address] Asking Price: Β£[Insert Asking Price] Our Offer Price: Β£[Insert Offer Price] Offer Type: [e.g. Lease Option / Assisted Sale / Rent-to-Rent] Initial Payment: Β£[e.g. Β£1 or deposit if applicable] Monthly Payment: Β£[Monthly amount paid […]