Free tools
Answers in minutes, before the first meeting.
Four tools for the questions owners, buyers and their advisers ask first. Each one works only from what you enter, gives an answer straight away, and needs no sign up. If you want to talk it through, send the result to an adviser.
The instruments
Four tools, each with one clear job.
- 8 min
Deal readiness score
21 questions across seven areas a buyer tests, with a score out of 100, your strongest and weakest areas, the five actions that matter most and an indicative timeline.
- You enter
- 21 questions across seven areas a buyer tests
- You get
- A score out of 100, the top five actions and a timeline
- 3 min
Diligence checklist builder
Pick your deal type and the areas you care about, and get a starting request list you can copy, download or email.
- You enter
- Your deal type and the areas you care about
- You get
- A request list to copy, download or email
- 4 min
Earn-out scenario calculator
Enter the upfront price, the targets and the payout terms, and see what the seller receives in each scenario you set.
- You enter
- Upfront price, yearly targets and payout terms
- You get
- The payout year by year under three scenarios
- 3 min
Deal timeline planner
Pick your deal type, how ready you are and a start date, and see a dated plan of the eight stages from first call to Day 100.
- You enter
- Deal type, how ready you are and a start date
- You get
- A dated plan of the eight stages to Day 100
How to use them
A good place to start.
The tools are built from the checklists and timelines our advisers use, simplified so anyone can run them. They do not see your records, so treat every result as indicative and check it with your CA, your lawyer or one of our advisers.
Next step
Run a tool, then talk it through. An adviser reads the result with you.
A thirty minute confidential call with an adviser. You leave with the steps, the documents you will need and where the risks usually sit.