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How to prepare for a high-value private sale

A practical checklist for agreeing terms, documenting the deal and protecting payment.

Customer using a mobile phone

A practical checklist for agreeing terms, documenting the deal and protecting payment.

01

Document the agreement first

Record exactly what is being sold, its condition, the agreed price and anything included in the sale. Add inspection, delivery and completion dates while both parties are aligned.

If the asset has ownership or authenticity documents, decide which records must be checked before the transaction can complete.

02

Protect the exchange

Avoid asking either party to rely on a direct payment before the handover. A controlled funding process confirms the buyer is ready while keeping release tied to the agreed completion steps.

Keep evidence of inspections, delivery and acceptance with the transaction so the final release is clear to everyone.

03

Confidence comes from clarity

A secure transaction should never rely on assumptions. Clear terms, visible progress and controlled payment release give both parties the confidence to move forward.

Trustdepo brings those safeguards into one simple process, helping buyers and sellers stay aligned from agreement through completion.

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