Playbook
M&A Diligence Playbook
Strategy
8 min read
The five workstreams
- Commercial
- Financial
- Technical
- Legal
- Cultural
Time-boxed to 30 days
Assign a workstream owner (usually fractional exec by function). Weekly cross-functional stand-up.
Red flags that kill deals
- Customer concentration >30% in one logo
- Unresolved IP assignment for founding team
- Revenue rec that changes under GAAP scrutiny
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