Schell IPWhiteford
Whiteford
Whiteford
Mountain West
Founder M&A readiness

Map diligence cleanup before a buyer controls the request list.

Answer a short set of non-confidential readiness questions and get a buyer diligence risk map, a practical 60-day cleanup sequence, and a suggested Whiteford service path.

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Founder M&A readiness

Map non-financial diligence friction before a buyer or investor controls the process.

Use categorical answers only. Do not name parties or share confidential deal facts.

Before you begin

Use categorical answers only. Do not name parties or share confidential deal facts.

Corporate records
Core corporate, equity, compensation, and approval records are current.
IP ownership
Contributor and open-source ownership records are signed and organized.
Customer/vendor contracts
Key contracts are organized and reviewed for deal-sensitive terms.
Employment/contractor
Employment and contractor records are current and organized.
AI/data/privacy
AI, privacy, security, vendor, and product-claim records are organized.
Disputes/concentration
Disputes, customer concentration, and unusual obligations are tracked.
Diligence process
A diligence checklist assigns owners for likely requests.
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Useful foundation with diligence gaps

50

A practical snapshot—not a valuation, deal prediction, or legal advice.

Important

Use categorical answers only. Do not name parties or share confidential deal facts. Public-source guidance may change. Confirm current law before acting.

Legal notice

No attorney-client relationship is created. Legal advice requires conflicts clearance and a written engagement.

Diligence friction map
Corporate records
Centralize corporate approvals, equity records, and governance documents.
IP ownership
Close assignment and ownership-record gaps before diligence.
Customer/vendor contracts
Flag assignment, termination, and unusual customer commitments.
Employment/contractor
Review contributor agreements and personnel records.
AI/data/privacy
Organize AI, privacy, vendor, and product-claim records.
60-day cleanup plan
  1. Days 1-20: Centralize corporate approvals, equity records, and governance documents.
  2. Days 1-20: Close assignment and ownership-record gaps before diligence.
  3. Days 21-40: Flag assignment, termination, and unusual customer commitments.
  4. Days 21-40: Review contributor agreements and personnel records.
  5. Days 41-60: Organize AI, privacy, vendor, and product-claim records.
Recommended service path

Founder M&A Readiness Review: sequence corporate, IP, contracts, employment, AI/data, privacy/security, and diligence-process cleanup before the request list arrives.

Before submitting

Use categorical answers only. Do not name parties or share confidential deal facts.

Marketing emails are off; the checklist still works.

Educational only—not legal advice, a valuation, or an attorney-client relationship. Do not share confidential facts.

Readiness, not deal prediction

The checklist focuses on operational evidence a buyer or investor may ask to review.

It does not value a company, predict an outcome, provide legal advice, or ask for confidential transaction facts through a public form.