Keep control of the transaction, from preparation to handover.
Lode coordinates documents, specialists and open questions in one M&A workplan. See what each decision depends on and who owns the next step.
From question to decision ↗The data room is full. Is the evidence sufficient for the decision?
A file’s presence does not mean it answers a buyer’s or seller’s question. Which period does it cover, which definition does it use, and do contracts agree with operating records? We organise review around decision questions rather than document counts.
What conditions support recurring revenue?
Transaction owner and appointed financial/legal specialists
Contract terms, period revenue records and renewal history
Reconcile definitions; assign the open question to the relevant specialist.
Give every open question an owner.
We clarify transaction objectives and scope, then coordinate buyer or seller research, data-room preparation and specialist review schedules. We track questions, risks and dependencies in a shared record and identify owners for negotiation preparation, closing conditions and handover actions.
Preparation and roles → research and information pack → data room and question tracking → coordination of specialist reviews → negotiation preparation → closing and handover tracking. Progress conditions and decision authority are defined at the start.
What you take away
A transaction workplan
Document and evidence gap register
Question and risk log
Specialist responsibility matrix
Decision notes
Closing and handover action list
From review to handover
Delivering a document does not resolve a question about revenue continuity. The review owner’s assessment and the transaction owner’s decision determine the next step.
Assess the evidence
The relevant specialist assesses whether contracts and period records answer the open question sufficiently.
Record the decision
The transaction owner records the reasoning for further review, a negotiation condition or a decision to proceed.
Carry it into handover
Assign an owner and review date to obligations and assumptions that require follow-up after closing.
Scope and responsibilities
Legal, tax and financial reviews are the responsibility of appointed qualified specialists. Lode’s coordination scope is defined by contract. We do not promise an existing buyer network, transaction completion, financing or a particular valuation outcome.
Let’s discuss your next decision.
Tell us about the decision, the current situation and your target date. There is no need to send sensitive data or documents in your first message.
Let’s talk