Insight Tools
Templates and worksheets for the work behind the articles.
Use these as starting points for diligence preparation, AI governance, working capital mechanics, data room organization, and buyer-ready evidence. They are intentionally practical: copy them, download them, and adapt them to the situation.
Tool Library
6 practical tools for M&A readiness and AI-enabled execution.
Each tool has a focused use case, related articles, copy support, CSV download, and a service path if the issue needs advisory execution.
M&A Readiness
4 tools
Diligence, transaction readiness, closing mechanics, and buyer-facing evidence.
AI Governance
2 tools
Vendor control, workflow quality, permissions, and post-launch monitoring.
M&A Readiness Checklist
A practical readiness checklist for founders preparing a business for buyer scrutiny, banker conversations, or a formal sale process.
Data Room Index Template
A buyer-ready data room folder and request index template for organizing documents before diligence begins.
Net Working Capital Peg Worksheet
A worksheet for preparing the working capital peg, sample calculation, exclusions, seasonality adjustments, and dispute support file.
AI Vendor Register
A register for tracking AI vendors, owners, workflows, data categories, permission scope, contract status, renewal dates, and exit plans.
AI Workflow QA Sampling Template
A review log for sampling AI outputs, classifying errors, identifying root causes, and deciding whether to scale, revise, or roll back a workflow.
Commercial Contract Restriction Matrix
A matrix for tracking MFNs, exclusivity, rebates, volume commitments, territory restrictions, assignment issues, and consent requirements in commercial contracts.
Next Step
Use the tool. Then pressure-test the judgment.
Templates create structure, but transaction readiness and AI governance still depend on sequencing, interpretation, and execution. If a tool surfaces gaps, a direct conversation is faster than guessing through them.