Formulate Actionable Next Steps and Advisor Escalations
The founder synthesises the diagnostic findings into a definitive exit roadmap, recommending specific follow-on tasks, stage-gate decisions, or specialist advisor interventions. They establish clear trigger conditions for when to proceed, pause, or pivot exit preparation.
Completing this action converts the diagnostic results into a clear, time-bound execution path for the venture. It provides the venture-building programme and board with an unambiguous recommendation on whether to progress to full data room setup, pause to fix core gaps, or seek specialist guidance.
The founder must deliver an exit readiness decision memo recommending one of three pathways: progress to next task, pause for gap remediation, or escalate to external advisors. The memo must include a resource budget, owner, and timeline for all recommended actions.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
What specific trigger criteria will dictate whether you proceed to full data room preparation or delay the process to fix core gaps?
- 2
Why is external M&A tax advice required at this stage rather than waiting until an indication of interest is received?
- 3
How does your recommended action plan address the timeline required by strategic buyers in your sector?
- 4
What next task in the programme must be completed immediately to ensure your intellectual property is transfer-ready?
- 5
How will you communicate the outcome of this diagnostic and the resulting action plan to your board and major shareholders?