Intended vs. Executed Transaction Comparison


Intended vs. Executed Transaction Comparison.

That third one may ultimately be particularly powerful.

 

It could look conceptually like:

Issue Jim & Sandy's stated intention Evidence of what Scott was told What Jim & Sandy say Scott represented What signed documents actually provide What happened
Purchase price $2.5M Evidence Evidence Contract provision Actual
$15K payments Until paid Evidence Evidence Contract provision Stopped
Mortgage Buyer takes/pays it Evidence Evidence Actual provision Current balance
Lifetime control Jim & Sandy Evidence Evidence Actual provision Current situation
Property transfer After both deaths Evidence Evidence Actual provision —
LLC control TBD Evidence Evidence Actual provision Current situation

 

We don't fill that table from memory. Every important cell eventually points back to evidence.

 

That is how we'll prevent emotion—or my assumptions—from contaminating the analysis.