A buyer's-eye view of the data room, score, gaps, time-to-ready, risk notes.
Prepared by · Owner / Counsel
As of · today
Cover period · trailing 12 months
Format · printable PDF · VDR-shareable
Headline readiness score
82
/ 100
Diligence-ready in ~6 weeks
Up from 71 (90 days ago) · 4 gaps remain, 2 high-impact
The business is materially ready for a structured sale process. Financial and operational documentation are strong; insurance and compliance are clean. The two gaps that move the needle on multiple are an outdated Operating Agreement (member changes from 2024 not reflected) and two core SOPs run from the owner's head (pricing + supplier escalation), both are key-person flags buyers will probe. Estimated time to a clean diligence pack: ~6 weeks, owner-effort-bound.
§ 1
Diligence pack · status by family
Buyer's checklist rolled up across the data room. Each line is a separately-attested folder.
§ 2
Open gaps · ranked by buyer impact
High = will surface as a diligence question with multiple buyers · Med = will surface with some · Low = housekeeping.
§ 3
Time-to-ready · 6-week plan
Owner-effort estimate to close all High + Med gaps and present a clean pack. Sequenced by dependency.
§ 4
Risk notes & disclosures
Items already known and disclosable, no buyer surprises.
This report is generated from live signal in the data room. Each line item links back to the underlying folder, with audit trail. Distribution restricted to named parties under NDA. Re-run on demand or scheduled monthly via Document Automation.