For founders, management teams and investors anticipating an exit, investment round or strategic transaction within the next 12–24 months.
Many transactions lose momentum or value during due diligence because of issues that could have been identified and resolved in advance.
Missing corporate approvals, unclear IP ownership, outdated shareholder arrangements or undocumented employment structures often surface late in the process; leading to delays, increased buyer protections, extensive advisor discussions, purchase price adjustments or, in some cases, failed transactions.
Our Transaction Readiness Review is designed to identify these issues before buyers do, giving founders and management teams the opportunity to address them proactively and approach a transaction from a position of strength.
Areas covered
Depending on the nature of the business and the anticipated transaction, the review may include an assessment of matters such as:
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Corporate structure and governance
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Shareholder arrangements and ownership history
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Key commercial contracts and change-of-control implications
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Intellectual property ownership and protection
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Employment arrangements and management participation structures
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Other legal matters that could impact transaction certainty or valuation
The exact scope is tailored to the company and the anticipated transaction.
What you'll receive
Executive Red Flag summary
Key issues affecting valuation, timing or deal certainty
Prioritised action plan
Clear recommendations to address identiffied issues and strengthen the companies transaction readiness, distinguishing between critical actions and lower-priority improvements.
Transaction Preparation guide
Practical advice on preparing documentation and structuring the legal workstream for a smoother due diligence process.
Management debrief
An interactive session to discuss findings, strategic considerations and next steps.
Proces
01
Introduction
We discuss the anticipated transaction, business structure and scope of the review.
02
Legal review
Access to key documentation is provided in a secure environment for targeted review.
03
Management interview
A one-hour Q&A session with management for additional background.
04
Debrief and recommendation
We present the findings in a Transaction Readiness report and discuss practical next steps to strengthen transaction readiness.
