Strategy resource
The Evidence File: A Transaction Readiness Diagnostic
Score your business against the six things a buyer, investor or lender must be able to verify before they pay full price.
About this resource
Practical material for leadership teams
A practical self-assessment for owners and leadership teams who expect a sale, investment, management buyout or refinancing within the next three years. It works through the six claims a buyer has to be able to verify, scores how well each one is currently evidenced, and converts the result into a twelve-month plan with owners and dates. Most of the gaps it identifies are management gaps rather than transaction gaps, which is why it is worth completing whether or not a deal is imminent.
What this resource covers
- The six claims every seller makes and the specific evidence each one requires
- A 0 to 2 scoring system covering revenue durability, customer concentration, margin repeatability, management independence, forecast credibility and technology exposure
- A comparison panel that shows where the owner and the finance lead disagree
- Three readiness bands and what each one means for the consideration you are likely to receive
- A map of which unevidenced claims convert into earn-outs, deferred consideration and extended lock-in
- A twelve-month evidence plan sorted into work that takes weeks, quarters and a full year
- A warning-signs checklist for spotting a thin evidence base early
- A 90-minute working session agenda for the owner and finance lead
Who it is for
Founders, executives and boards working on strategy priorities.
Use the document as working material for an individual review or a structured leadership conversation. It is provided without registration and can be revisited whenever the underlying decision or operating context changes.
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