M&A Readiness / Checklist
M&A Readiness Checklist
A practical readiness checklist for founders preparing a business for buyer scrutiny, banker conversations, or a formal sale process.
Best used for
Use before banker outreach, before responding to unsolicited buyers, or before launching sell-side diligence work.
Complete it in-browser, score readiness, export an executive summary, or send the completed tool for review.
Readiness score
0/100 · Early draft
Start with the highest-risk section and complete enough evidence to support a management discussion.
0 of 20 fields completed. Session autosaves locally.
Dynamic risk flags
4 high-priority flags
This section is below a buyer-ready or governance-ready threshold and should get an owner before external use.
This section is below a buyer-ready or governance-ready threshold and should get an owner before external use.
This section is below a buyer-ready or governance-ready threshold and should get an owner before external use.
This section is below a buyer-ready or governance-ready threshold and should get an owner before external use.
Editable checklist
Financial reporting
Editable checklist
Management package
Editable checklist
Data room readiness
Editable checklist
Value and risk drivers
These templates are starting points for internal planning and diligence preparation. They are not legal, tax, accounting, investment, or compliance advice. Review transaction, employment, tax, regulatory, and AI governance questions with qualified advisors before relying on a final position.
Next Step
A template is useful. Judgment still matters.
If the tool surfaced gaps around buyer diligence, AI governance, working capital, or contract risk, Glacier Lake can help turn the worksheet into an execution plan.