Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Parties: Identifies and provides full legal details of the seller (financier) and buyer
2. Background: Outlines the context of the sale, including brief business description and parties' intention to enter into owner financing arrangement
3. Definitions: Defines key terms used throughout the agreement
4. Purchase Price and Payment Terms: Specifies total purchase price, down payment, financing amount, interest rate, payment schedule, and amortization period
5. Security and Collateral: Details the assets or property serving as collateral for the financing
6. Representations and Warranties: Statements of fact by both parties regarding their authority, business condition, and other material facts
7. Covenants: Ongoing obligations of both parties, including business operation requirements and financial reporting
8. Default and Remedies: Defines events of default and outlines available remedies
9. Insurance Requirements: Specifies required insurance coverage for business assets and operations
10. Transfer of Ownership: Details the process and conditions for transferring business ownership
11. Governing Law: Specifies that Canadian law governs the agreement and identifies applicable provincial jurisdiction
12. Dispute Resolution: Outlines process for resolving disputes between parties
13. Notice Provisions: Specifies how and where official notices must be delivered
14. General Provisions: Standard contractual provisions including severability, entire agreement, and amendments
1. Personal Guarantee: Required when additional security is needed from buyer's principals or shareholders
2. Environmental Matters: Necessary for businesses with potential environmental liabilities or compliance requirements
3. Intellectual Property Rights: Required when the business includes significant IP assets
4. Employee Matters: Important when employee retention or transition is crucial to business value
5. Non-Competition and Non-Solicitation: Added when seller requires protection against future competition
6. Transition Services: Included when seller will provide post-sale support or training
7. Right of First Refusal: Optional clause giving seller right to match any refinancing offers
8. Acceleration Clause: Optional provision allowing seller to demand full payment under specific circumstances
1. Schedule A - Business Assets: Detailed inventory of all assets included in the sale
2. Schedule B - Financial Statements: Recent financial statements and projections
3. Schedule C - Payment Schedule: Detailed amortization schedule showing all payments
4. Schedule D - Excluded Assets: List of assets explicitly excluded from the sale
5. Schedule E - Permits and Licenses: List of all business permits, licenses, and registrations
6. Schedule F - Material Contracts: Key contracts and agreements affecting the business
7. Appendix 1 - Security Agreement: Detailed terms of security arrangement and collateral
8. Appendix 2 - Personal Guarantee Form: Form of personal guarantee if required
9. Appendix 3 - Promissory Note: Formal promissory note documenting the debt obligation
Payment Terms
Security Interest
Representations and Warranties
Covenants
Conditions Precedent
Default and Remedies
Interest and Charges
Collateral
Asset Transfer
Due Diligence
Confidentiality
Non-Competition
Non-Solicitation
Insurance
Indemnification
Force Majeure
Assignment
Termination
Dispute Resolution
Governing Law
Notices
Amendment and Waiver
Severability
Entire Agreement
Personal Guarantee
Environmental Compliance
Employee Matters
Intellectual Property Rights
Tax Matters
Business Operations
Financial Reporting
Acceleration
Transfer of Licenses
Access to Records
Transition Services
Risk of Loss
Remedies Cumulative
Further Assurances
Counterparts
Retail
Manufacturing
Professional Services
Hospitality
Construction
Technology
Healthcare
Real Estate
Agriculture
Transportation
Small Business
Family Business
Consulting
Distribution
Automotive
Legal
Finance
Executive Leadership
Mergers & Acquisitions
Risk Management
Compliance
Business Development
Operations
Corporate Development
Treasury
Business Owner
Chief Executive Officer
Chief Financial Officer
Corporate Lawyer
Business Broker
Financial Controller
Business Development Manager
Mergers & Acquisitions Director
Risk Manager
Commercial Director
Legal Counsel
Finance Director
Business Advisor
Operations Manager
Compliance Officer
Find the exact document you need
Commercial Loan Contract
Canadian-law governed agreement establishing terms and conditions for a commercial loan between a financial institution and business entity.
Soft Loan Agreement
A Canadian-law governed agreement for establishing terms of a loan with flexible or favorable conditions, typically featuring below-market rates or lenient repayment terms.
Cash Loan Simple Loan Agreement
A Canadian-compliant agreement documenting the terms and conditions of a straightforward cash loan between a lender and borrower, including principal, interest, and repayment terms.
Interest Loan Agreement
Canadian-law governed agreement establishing terms for an interest-bearing loan, including principal, interest calculations, and repayment conditions.
Intercreditor Deed
A Canadian law agreement establishing priorities and relationships between multiple creditors in a secured financing structure, governing payment rights, security interests, and enforcement procedures.
Co Financing Agreement
A Canadian-law governed agreement establishing terms for multiple lenders to jointly provide financing to a borrower, including inter-creditor arrangements and regulatory compliance requirements.
Simple Business Loan Agreement
A Canadian-law governed agreement establishing terms and conditions for a business loan, including amount, interest, repayment schedule, and security arrangements.
Royalty Financing Agreement
Canadian-law governed agreement establishing terms for funding in exchange for ongoing royalty payments, typically based on company revenue or profits.
Overfacility Agreement
A Canadian-law governed agreement establishing terms for additional credit facilities beyond existing lending arrangements, compliant with federal and provincial banking regulations.
Seller Financing Business Contract
A Canadian law-governed contract for business sale with seller-provided financing, incorporating security interests and payment terms under federal and provincial legislation.
Mortgage Loan Assumption Agreement
A Canadian legal document that enables the transfer of mortgage obligations from an existing borrower to a new party, subject to lender approval and compliance with federal and provincial regulations.
Co Borrower Loan Agreement
A Canadian legal agreement establishing terms and conditions for multiple borrowers to jointly obtain and repay a loan, with joint and several liability provisions.
Car Installment Contract
A Canadian-law governed agreement for the purchase of a vehicle through structured installment payments, establishing financing terms and security interests between buyer and seller/lender.
Vehicle Payment Plan Agreement
A Canadian-compliant financing agreement that establishes terms and conditions for vehicle purchase payments, including security interests and consumer protections under federal and provincial law.
Undertaking Loan Agreement
Canadian-law governed loan agreement with undertaking provisions, establishing terms for lending, borrower obligations, and compliance requirements.
Trade Finance Facility Agreement
Canadian-law governed agreement establishing terms for trade finance facilities between lenders and borrowers, including security arrangements and regulatory compliance requirements.
Trade Finance Agreement
Canadian-law governed agreement establishing trade finance facilities between a financial institution and commercial entity, including terms for various trade finance products and compliance requirements.
Simple Equipment Lease
A Canadian law-governed agreement establishing terms and conditions for equipment leasing between a lessor and lessee, including payment, maintenance, and liability provisions.
Simple Owner Finance Contract
A Canadian legal agreement where the property seller directly finances the buyer's purchase, combining property sale and financing terms under Canadian federal and provincial laws.
Separation Financial Agreement
A legally binding Canadian agreement detailing the complete financial arrangements between separating spouses, including asset division and ongoing obligations.
Real Estate Loan Agreement
A Canadian-law governed agreement establishing terms for real estate-secured financing, including loan conditions, security arrangements, and party obligations.
Personal Mortgage Loan Agreement
Canadian-law governed agreement between a financial institution and borrower establishing terms and security for a personal mortgage loan.
Official Loan Agreement
A legally binding loan agreement compliant with Canadian federal and provincial laws, establishing terms and conditions for formal lending arrangements.
Master Loan Agreement
A Canadian-law governed agreement establishing the framework for multiple potential loans between a lender and borrower, setting out core terms and conditions for lending facilities.
Margin Loan Agreement
A Canadian-law governed agreement establishing terms for margin lending facilities, including collateral requirements, maintenance obligations, and regulatory compliance measures.
Loan Swap Agreement
A Canadian law-governed agreement establishing terms for loan-related swap transactions between parties, including payment obligations and regulatory compliance requirements.
Loan Note Agreement
A Canadian-law governed agreement establishing loan terms between lender and borrower, including amount, interest, repayment schedule, and security arrangements.
Loan Agreement Between Spouses
A Canadian legal agreement documenting a loan between spouses, setting out loan terms and conditions while complying with federal and provincial family law and tax requirements.
Financing Contract Agreement
A Canadian-law governed agreement establishing the terms and conditions of a financing arrangement, including loan details, security provisions, and party obligations.
Financial Agreement Between Two Parties
Canadian-law financial agreement template establishing terms and conditions for financial arrangements between two parties, incorporating federal and provincial compliance requirements.
Equipment Lease Purchase Option
A Canadian-law governed agreement establishing terms for equipment lease with a purchase option, including payment terms, maintenance requirements, and purchase option conditions.
Equipment Lease Purchase Agreement
A Canadian-law governed agreement combining equipment lease terms with a purchase option, establishing rights and obligations for both lessor and lessee.
Car Loan Agreement Between Individuals
A Canadian-law governed agreement establishing terms and security for a private car loan between individuals, including loan details and vehicle security provisions.
Business Loan Contract
A Canadian-law governed agreement establishing terms and conditions for a business loan between a lender and business borrower.
Auto Finance Contract
A Canadian-compliant contract governing vehicle financing terms between a lender and borrower, subject to federal and provincial banking and consumer protection laws.
Partnership Deed For Finance Business
A Canadian-law governed partnership agreement for establishing and operating a financial services business, incorporating relevant regulatory requirements and operational frameworks.
Owner Financing Business Contract
A Canadian legal agreement for business sales with owner financing, establishing sale terms, financing conditions, and security arrangements under federal and provincial law.
Rehabilitation Loan Agreement
A Canadian legal agreement governing the terms of a loan provided for property rehabilitation, including financing terms, construction requirements, and regulatory compliance.
Bill Of Sale Finance Agreement
A Canadian law-governed agreement combining asset sale terms with financing arrangements, securing the finance provider's interest until full payment is received.
Mortgage Loan Purchase And Sale Agreement
A Canadian-law governed agreement for the purchase and sale of mortgage loans between financial institutions, establishing terms for loan transfer and related obligations.
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)
.png)