BUSINESS OWNERS · ACQUIRERS · M&A ADVISERS
Exit Readiness Review
A focused diagnostic engagement to establish what is ready, what needs attention and what evidence is missing before pursuing a transaction.
10 business days after receipt of the agreed information set. Scope and fee are confirmed in the engagement letter.
Request an Exit Readiness ReviewSeven deliverables. A basis for a decision.
- Analysis of three years of available financial data.
- An earnings bridge identifying factors that affect perceived profitability.
- A map of the company’s value drivers.
- A register of risks, inconsistencies and missing evidence.
- A data-room preparation checklist.
- Profiles of the most plausible buyer or investor types.
- A 90-day action plan: prepare, repair or pause.
Who it is for
- You are considering selling the business.
- There is no successor, or a generational transition is being discussed.
- A potential buyer has already expressed interest.
- You want to bring in an investor or strategic partner.
- You need to understand which issues could reduce the price or obstruct due diligence.
How it works
- Confidential introductory call.
- Scope confirmation and engagement letter.
- Secure collection of the minimum required information.
- Analysis and human review.
- Private management readout and 90-day action plan.
Illustrative analyst preparation pack
English-language demonstration. All company facts and figures are synthetic. This is a work-format sample, not a live mandate, valuation or offer.
| Review area | Evidence to examine | Possible action |
|---|---|---|
| Quality of earnings | Reconciliation of accounts, management reporting and proposed adjustments | Document each adjustment before presenting it |
| Commercial continuity | Contracts, concentration and dependence on personal relationships | Gather evidence and clarify transferability |
| Documentation readiness | Availability, consistency and ownership of documents | Assign owners and priorities in the 90-day plan |
Prepare: organise available evidence. Repair: address priority gaps. Pause: defer the process where essential conditions are missing. The recommendation depends on the facts reviewed.
Technology within the process. Human accountability.
AI supports data structuring, consistency checks, preparation of analytical materials and identification of gaps. All conclusions and external materials undergo human review. AI is not offered as a standalone client service.
Start with the context.
Your contact details and short enquiry are sent to TRIQUETRA COMPANY W.L.L. to respond to your request. No newsletter subscription. Please do not include financial documents or sensitive personal information.
Confidentiality arrangements and a secure document exchange process are agreed before non-public information is collected.