Paper 01 · Diligence
Sale readiness: what a buyer's team asks for first
The documents requested in the opening fortnight of a diligence process, in the order they arrive, what each one is really testing, and a note on what is usually missing.
Papers
Three things worth reading before you start a process.
Written for the CEO rather than the finance team, and short enough to read on a train. Tell me which one you want and I will send it.
The three
Paper 02 · Board reporting
The first Board pack: what a new sponsor reads, and in what order
What a private equity sponsor turns to in the first ninety days, why the order matters more than the content, and the four exhibits that stop the questions before they start.
Paper 03 · Cash
Cash discipline: twelve controls that hold under scrutiny
The controls that survive a diligence process and the ones that quietly don't, with the thirteen-week cash model that sits behind them as a working template.
Being written now. Ask for one and I will send it as soon as it is finished, and tell you honestly when that will be.
Request
Tell me which one.
I will send it as a PDF, once. You will hear from me again only if I write something else worth your time, which is perhaps four times a year.
Sent once, as a PDF. No list, no sequence, nothing passed to anyone else.