How a transaction with Oak Point works

No service agreement. No contingent billing. A standard asset purchase agreement.

  1. Step 1: Scoping and alignment

    A 30-minute call and a Target Value estimate. No financial data exchanged.

    • Target Value estimate covering all Remnant Asset categories
    • Process walk-through with finance and legal stakeholders
    • Executive memo your team can circulate internally

  2. Step 2: Review and sign Asset Purchase Agreement (APA)

    A standard asset purchase agreement. Most close with minor redlines.

    • Standard asset purchase agreement
    • Schedules listing covered Remnant Asset categories and exclusions
    • One redline cycle on average; counsel-to-counsel from there

  3. Step 3: Close and upfront payment

    Oak Point wires the upfront price, then pays quarterly as value is monetized.

    • Upfront wire at close, sized to Target Value
    • Quarterly payments based on the actual value monetized
    • Multi-year monetization work — none of it on your team's plate

What we need. What we don’t.

We need

The signed APA. That’s it.

The APA assigns the asset portfolio to us at close, which gives us legal standing to prove chain of title and pursue monetizations in our name, not yours. Once it’s signed, our work begins and yours ends.

We do not need

Anything that would put work on your team.

  • Your financial statements
  • Your customer or vendor data
  • Your operating data, ERP exports, or reporting packages
  • Access to your AP or AR systems
  • Anything that would require IT involvement