M&A readiness

Pre-close vendor governance checklist.

A transaction-ready guide to assess risk, capture vendor synergy, and protect value before close.

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what to do pre-close

owner

Change of control intelligencerisk + leverage

Identify notice requirements, consent rights, pricing resets, termination triggers, and assignment limits across material contracts.

Vendor data readinesssingle source

Build one source of truth for vendors, contracts, amendments, SOWs, renewals, and actual spend.

Functional mapping and duplicationsynergy engine

Map vendors by function and capabilities to expose overlap, redundancy, and consolidation pathways.

Segmentation by leverage and fitprioritization

Sort vendors by leverage (risk) and fit (future state) to create a ranked action plan.

Controlled notification strategytiming control

Notify only when required, at the right time, with a defined negotiation posture.

Renewal timeline and leverage windowrunway

Build a 12-month vendor calendar so renewals are controlled, not reactive.

Risk and compliance reviewguardrails

Validate that vendor risk posture aligns to the buyer's security, privacy, and compliance requirements.

Negotiation targets and playbooksexecution

Define target outcomes, leverage, benchmarks, and scripts before any vendor conversation.

Integration roadmap and vendor actionsshort + long term

Convert analysis into a short-term (0–90) and long-term (90–365) vendor action roadmap.

Metrics and governance cadencecontrol

Track synergy capture and leakage prevention with clear owners, cadence, and reporting.

Tip: use this as a pre-close working document. It is designed to drive decisions before leverage disappears.