Free tools for owners

Know what a buyer will ask — before they ask it.

Four tools built from the sell-side and cross-border work we do for founder and family businesses. All free. Most owners use them twelve months before they go to market.

Take the Exit Readiness Scorecard →

32 questions, about eight minutes. A written report scoring the eight things an acquirer actually prices, and the three fixes worth doing first.

Get the Buyer’s Diligence Request List →

103 items across nine workstreams in Excel, with 62 flagged pre-market — the document request list a buyer’s advisers will send you.

Get the Claims and Evidence Pack Check →

27 checks and a claims register in Excel that rates each claim’s risk — what a buyer’s regulatory team will ask to see, across New Zealand, Australia, the US and Thailand.

Get the Asia Entry Readiness Checklist →

31 checks in Excel for taking natural health, skin science and ingredient products into Thailand and South-East Asia — licences, labels, claims and distributor terms.

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