Transaction Readiness Review
Prepare before diligence begins.
Prepare for diligence with a prioritized list of document gaps, contract consents and approval issues to address before the deal accelerates.
Discuss transaction readiness
Identify cleanup work before diligence sets the timetable.
We examine selected governance, ownership, contract, and organizational records from the perspective of a prospective transaction. The aim is to surface approval, consent, rights, and documentation issues while leadership still has time to address them deliberately.
Your readiness report sets out missing records, consent requirements and other issues, with recommended preparation work and an approval pathway. Leadership can plan that work before the transaction timetable takes over.
For the wider transaction context, read our guide to acquisitions, sales, and organizational combinations.
What we handle
- Review entity, governance, ownership, and approval records.
- Triage material contracts for assignment, consent, change-control, termination, and exclusivity issues.
- Assess intellectual property, data, policy, dispute, and organizational records.
- Identify cleanup work and a decision path for transaction approvals.
Useful documents
Have these handy if available. You can contact us before gathering them.
- Organizational chart and governing documents
- Ownership, member, or capitalization records
- Material contracts and intellectual property records
- Policies, licenses, registrations, and known disputes
Let’s discuss what you need.
Start with a brief description of the issue and any deadline. We will respond within one business day to discuss the right next step.
Discuss transaction readiness