What is inside
- Index of 65 documents in 12 numbered folders, each with a release tier, status, date and notes.
- Staged release plan. Decide what a buyer sees at NDA, after a signed letter of intent and at confirmatory diligence.
- Progress tracker showing percent ready by folder.
- Buyer Q&A log to keep answers consistent across buyers.
- Folder scripts for Windows and Mac that create the 12 folders in seconds.
Who it is for
Owners getting ready to sell
Be able to respond in days, not weeks, when a buyer asks.
Advisors and brokers
A repeatable index you can reuse for each client.
Questions
Does it include a virtual data room?
No. It works with Google Drive, Dropbox, SharePoint or any virtual data room provider.
What goes in the tiers?
Tier 1 for buyers who signed an NDA, tier 2 after a signed letter of intent, tier 3 only at confirmatory diligence. Ask your lawyer to confirm what to release and when.
Pair it with
The QoE Readiness Workbook and the free Seller Due Diligence Checklist.
How do I receive it?
Right after payment you are taken to a download page. Stripe also emails a receipt.
Educational tool
Not legal, tax or accounting advice. Ask your accountant and lawyer to review your use of it.