Acquisition Readiness Checklist

Acquisition Readiness Checklist

1. Strategic Clarity
Vision & Mission: Are your startup’s vision and mission clearly defined?
Long-term Goals: Do you have a roadmap for the next 3–5 years?
2. Financial Health
Accurate Financial Statements: Are all financial statements audited and up to date?
Revenue Consistency: Do you have consistent revenue with a history of growth?
Profit Margins: Are your profit margins stable and competitive?
3. Market Position
Clear Market Niche: Is your target market and competitive advantage well-defined?
Market Share Metrics: Can you show data on your market share and customer segments?
4. Customer Metrics
Customer Retention: Are retention rates strong?
Customer Lifetime Value: Have you calculated the CLV of your customer base?
5. Product/Service Maturity
Product-Market Fit: Has your product or service been validated in the market?
Intellectual Property: Are trademarks, patents, or copyrights in place where applicable?
6. Team and Culture
Leadership Team: Do you have a documented leadership team structure?
Employee Engagement: Are there systems to ensure high employee engagement and low turnover?
7. Legal Compliance
Contracts: Are contracts with clients, suppliers, and employees well-documented?
Regulatory Compliance: Are all regulatory licenses and permits in order?
8. Operational Efficiency
Documented Processes: Are business operations and key processes standardized?
Scalability: Are your operations scalable for growth or acquisition?
9. Growth Metrics
KPIs Dashboard: Are KPIs in place and tracked regularly?
Customer Acquisition Cost (CAC): Is CAC optimized and well-documented?
10. Risk Management
Risk Assessment: Have you documented potential risks and mitigation plans?
Insurance Coverage: Is your business adequately insured?
Total Items Checked: 0 / 20
Readiness Result: Not Yet Assessed