Industries
Every industry has its own loose ends.
A factory deal stalls on consents and land. A software deal stalls on IP and revenue quality. A school deal may not be a share sale at all. Each industry guide sets out what buyers usually ask about in that sector, so you can prepare before the questions arrive.
Sector briefings
Six sectors, read the way a buyer reads them.
Each briefing covers the deal patterns we see, where diligence time goes, the approvals to plan for and an illustrative example.
Manufacturing
Deals in manufacturing are won or lost on the plant, the licences and the customers.
Focus land, title and the factory lease, consents and licences, customer concentration.
Read the guide
Healthcare
Healthcare deals carry licences, patient data and doctors who may not stay.
Focus licences tied to premises and people, doctor and consultant arrangements, patient and health data.
Read the guide
Technology and SaaS
In software deals, buyers and investors look hard at revenue quality, code and data.
Focus revenue quality, IP ownership, customer contracts.
Read the guide
Retail and consumer
Consumer deals turn on the brand, the channels and how much stock is really worth.
Focus trademarks and brand ownership, inventory and returns, channel terms.
Read the guide
Services
A services business walks out of the door every evening. Deals have to keep it.
Focus client contracts and concentration, founder dependence, people and payroll.
Read the guide
Education
Education deals rarely look like a share sale, because schools rarely sit in companies.
Focus who really owns the institution, affiliation and approvals, land and buildings.
Read the guide
Across every industry
What does not change from sector to sector.
Whatever the business makes or sells, these six are what a buyer checks first and what a seller can prepare now.
The data room fills by area while open questions get answered
Clean numbers first
Audited accounts, monthly figures and a reconciliation to GST and bank statements. Every sector's buyer asks for them.
Contracts in writing
Customer, supplier and lease agreements signed, current and in the company's name, with change of control clauses known.
Licences mapped
A register of licences and consents with expiry dates, and a view on which transfer in each deal structure.
Personal data kept out
Employee, customer, patient and student data shared as summaries, with the DPDP Act in mind.
One question log
Every question from the other side, with an owner and a due date.
A plan for Day One
Customers, staff, banks and systems planned before signing.
Next step
Tell us your sector and your deal. We will show you where the questions will come from.
A thirty minute confidential call with an adviser. You leave with the steps, the documents you will need and where the risks usually sit.