Current client/former Big 4 colleague

What makes this organisation successful?
Is the market growth plan supported by detailed assumptions, evidence and investment?
What does the competitive landscape look like?
Are there opportunities for improvement that measure up to industry standards?

What is the desired legal structure?
What is the most beneficial tax structure?
What is the appropriate mix of equity and debt?
Is there strong governance alignment to support the strategy?
Is there decision-making accountability in place? What is the stakeholder communication strategy that ensures transparency?
Is the structure in place future fit for continued success?

Can the operating model be clearly described?
Are key processes documented and up to date?
What information needs to be collated or refreshed?
What new information needs to be prepared? Who will project manage the transaction?
What are the critical resource requirements? What are the competing or conflicting priorities?
Is there a risk register in place to mitigate potential issues?

Does the reported financial performance align to the operating model?
What is the extent of operational relationships, such as shared facilities and services?
Is there a sufficiently developed financial model and business case that indicates whether the organisation is fit to transact?
Can the organisation report results on a timely basis, whether monthly, annually, or as needed?
The above approach is a generic example included for information purposes only. Every engagement is individually scoped and agreed.
Fit to Transact is able to introduce and/or manage suitably qualified firms or individuals to provide additional skills and experience to projects.