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Checklists

Four lists for the moments when something has to be complete rather than merely good: the data room, the investigation, the handover and the quarterly review.

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Anything answered by the file never becomes a negotiating point.
Checklist

Data room checklist

What belongs in the data room of an online business, organised by folder, so that a buyer can find an answer without.

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Checklist

Preparing for due diligence

A checklist for the weeks before an investigation starts, covering reconciliation, access, documentation and the.

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Checklist

Handover checklist

What has to move at the handover of an online business: accounts, contracts, stock and data, with the items that are.

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Checklist

Quarterly review checklist

A short agenda for a quarterly review of an online business: what to measure, what to compare against and which.

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