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Acquisition Readiness Checklist

Checklist Level 12

Overall Readiness

0 of 35 items completed (0%)

0%

Acquisition Readiness Score

Financial Records

3 years of audited financial statements

Profit & loss, balance sheet, cash flow

Monthly management accounts for last 24 months

Revenue, costs, margins by service line

Revenue breakdown by client

No single client should exceed 15-20% of revenue

Recurring vs project-based revenue split

Recurring revenue commands higher multiples

Outstanding debts and liabilities documented

Include contingent liabilities

Tax returns filed and up to date

Corporation tax, VAT, payroll taxes

Working capital analysis completed

Cash conversion cycle documented

Legal Compliance

Company registration documents current

Certificate of incorporation, articles

All contracts reviewed by solicitor

Client, supplier, landlord, employment

IP ownership documented and protected

Trademarks, copyrights, patents, trade secrets

No pending or threatened litigation

Disclose any historical claims

Data protection compliance (GDPR/NDPR)

Privacy policies, data processing agreements

Regulatory licences and permits valid

Industry-specific requirements met

Operational Systems

Documented standard operating procedures

All key processes written down

CRM system with clean client data

Contact info, deal history, pipeline

Project management system in use

Tracked deliverables and timelines

Financial systems and reporting automated

Invoicing, expense tracking, reporting

Quality control processes documented

Client satisfaction metrics tracked

Technology stack documented

Software, licences, integrations listed

Team & HR

Organisation chart current

Roles, reporting lines, responsibilities

Employment contracts compliant

Notice periods, non-competes, IP assignment

Key person dependencies identified

Plan to reduce founder/key person reliance

Staff retention plan in place

Incentives for key team during transition

HR policies documented

Handbook, disciplinary, grievance procedures

Payroll and benefits documented

Pension, health, bonus structures

Customer Base

Client concentration risk assessed

Top 5 clients as % of revenue

Client contracts reviewed for assignability

Change of control clauses identified

Client satisfaction data available

NPS scores, testimonials, case studies

Pipeline and backlog documented

Contracted and expected future revenue

Churn rate calculated and improving

Monthly/annual client retention metrics

IP & Assets

Physical asset register maintained

Equipment, furniture, vehicles

Intellectual property register complete

All IP assets catalogued

Software licences transferable

Check assignment clauses

Domain names and digital assets listed

Websites, social accounts, email lists

Lease and property agreements reviewed

Assignment and break clauses

C²I

Corporate Creative Intelligence

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