FREE WORKING TOOLS
Something useful to take into the meeting.
Three simple documents to help you prepare. No email gate. Download them, work locally, and keep the completed versions in your own systems.
CSV · spreadsheet template
Business data inventory
Describe a collection before exporting it. Record source systems, date ranges, owners, context, restrictions and unresolved questions.
How to use it. Use one row per candidate collection. The fictional example shows the level of detail to aim for; replace it with your own scoped description. Keep the completed file inside your business.
CSV · comparison worksheet
Licensing offer comparison
Compare the terms around the number: scope, preparation costs, fees, payment conditions, exclusivity and acceptance.
How to use it. Fill a column for each actual offer. Mark unknowns as unknowns. Write the source clause or buyer answer beside important terms; do not turn an indicative estimate into an accepted price.
TXT · meeting checklist
Buyer questions
A practical question set for the first diligence call and the agreement review that follows.
How to use it. Send or discuss the questions relevant to your proposed scope. Capture answers in writing and send unresolved rights, privacy and liability questions to the appropriate adviser.
Keep the evidence with the worksheet.
They organize facts and questions. They do not calculate a market price, establish rights, certify de-identification or replace a review of the proposed transaction. Keep supporting evidence with your completed worksheet so the next reviewer can trace each answer.
If you are starting from scratch, the readiness check helps identify the first task. If you already have a proposed agreement, go straight to the contract review questions.