Checklist: M&A Preparation

See what it's for, when to use it, and what you'll get with this prompt.

What it does

Use this checklist as a preparation roadmap for a future merger or acquisition of your company. Ideal for founders who know they will eventually need to sell but don't know where to start, or who want to build solid foundations early on. The 7 blocks follow Anderson's logical sequence in Clube dos 10x: first alignment among partners, then governance and team, finally positioning in the buyer market. Each item includes a guiding question for self-assessment and common mistakes to avoid classic pitfalls. The checklist adapts to your sale horizon (1-2 years, 3-5 years, or indefinite). Combine with the Diagnostic to understand where you stand and with the Action Plan to prioritize the next 12 months.

When to use

  • Use this checklist as a preparation roadmap for a future merger or acquisition of your company
  • Ideal for founders who know they will eventually need to sell but don't know where to start, or who want to build solid foundations early on
  • The 7 blocks follow Anderson's logical sequence in Clube dos 10x: first alignment among partners, then governance and team, finally positioning in the buyer market
  • Each item includes a guiding question for self-assessment and common mistakes to avoid classic pitfalls

What you will get

A structured result ready to use, personalized for your context.

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