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What’s Inside
- Operational due diligence request list (quality, EHS, supply chain, people)
- Data room folder structure and index
- Red-flag self-check with remediation priorities
- Key metrics pack template (COPQ, OTD, scrap, TRIR)
- Management presentation outline for operations
- Post-close 100-day integration checklist
1 downloadable PDF · print-ready · single-organization license
What You’ll Have
- No surprises during diligence
- Stronger valuation support
- A smoother first 100 days after close
Who It’s For
Owners, CEOs, CFOs, and operations leaders preparing for a sale — and PE operating partners.
Not ready to buy? Start with the free checklist.
Three Ways to Solve This
Pick the path that fits your time, budget, and team.
“We’re Being Acquired” Due Diligence Prep Kit
Prepare your operation for buyer due diligence: a clean data room, defensible quality and safety records, and answers ready before the questions come.
Get the Toolkit — $297 Solve it with a guideToolkit + Path Session
Use the toolkit, then spend 60 minutes with an active 3rd party lead auditor to pressure-test your plan for your specific situation.
Book a Path Session — $395 Solve it with usExceleor Engagement
Tell us what’s going on. Our team works through it with you — from discovery to ownership transfer.
Request a Situation ReviewQuestions
Is this useful for the buyer side?
Yes. PE operating partners use the same request list to evaluate targets.
What if I need help?
Write to [email protected]. A real member of our team will answer.