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Chapter 08 · Readiness

A business built to be handed over.

This section is the mirror. Where we are audit-ready, where there's remaining work, and how the transition unfolds from LOI to day-one of new ownership.

Overall Score

87 / 100 — DD-ready.

87%
Overall readiness
Assessed by HRTG Investor Legacy · reviewed quarterly
Legal
94
Financial
91
Operational
88
Brand
92
Knowledge transfer
82
Pillars

Five domains, individually audited.

Legal
94
  • Corporate structure clean
  • 27 trademarks registered
  • All employment contracts standardised
  • No pending litigation
Financial
91
  • 3 yrs audited financials
  • Q monthly reporting cadence
  • Clean tax position (JP)
  • Cap table verified
Operational
88
  • SOPs across 9 domains
  • Commissary redundancy
  • Supplier dual-sourcing
  • Systems documented
Brand
92
  • Brand guidelines v4.0
  • NPS 72 sustained
  • Franchise-ready identity
  • Media asset library curated
Knowledge Transfer
82
  • Founder training program
  • 184-page franchise manual
  • 137 video tutorials
  • Improvement: institutional Q&A vault
Due Diligence Checklist

What we've already prepared.

Transition Journey

LOI to day-one, illustrated.

Seven visual milestones — from signed LOI through full business handover. Expand any step for deliverables and mechanics.

7 milestones · scroll or use arrows
Letter of Intent
01
Week 1
Letter of Intent

Signed LOI with 30-day exclusivity opens the vault.

Exclusivity secured
Due Diligence
02
60–90 days
Due Diligence

Parallel workstreams across finance, legal, ops, and brand.

412 files reviewed
Definitive Agreements
03
3–4 weeks
Definitive Agreements

SPA, escrow, founder alignment contract, regulatory filings.

Contracts executed
Closing
04
Day 0
Closing

Consideration transferred. Ownership legally moves.

Ownership transferred
Knowledge Transfer
05
Months 1–6
Knowledge Transfer

SOPs, recipes, and playbooks handed over with certification.

Operator certified
Founder Transition
06
Months 4–24
Founder Transition

Kenji shadows, advises, then becomes brand guardian.

Advisory active
Business Handover
07
Month 12+
Business Handover

New owner runs the business. HRTG remains on-call.

Full ownership
Transaction Readiness Dashboard

Every signal an acquirer looks for — green.

Legal Readiness
All corporate + IP filings current
Verified
94
Financial Readiness
FY23–25 audited, zero debt
Audited
91
Operational Readiness
84 SOPs · dual-sourced supply
Ready
88
IP Readiness
27 trademarks · recipes escrowed
Protected
96
Knowledge Transfer
184-pg manual · 137 videos
Active
82
Transition Readiness
36-mo founder alignment signed
Committed
90
Overall Acquisition Score
90%
Composite index
6
Domains
0
Blockers
AA
Grade
Independently verified by HRTG · Q1 2026
Assurance

Three commitments that protect both sides.

Illustrated, contract-backed, and audit-ready — open any card for the mechanics, timeline, and supporting documents.

3 assurances · swipe to browse
Escrow-Managed Data Room
Assurance 01

Escrow-Managed Data Room

Every confidential file gated by NDA, logged, and time-boxed. Zero leakage risk.

ProtectedSOC 2 Type II
Founder Alignment Contract
Assurance 02

Founder Alignment Contract

Kenji's earn-out is tied to 36-month handover milestones. Skin in the game, on paper.

Committed36-month term
Knowledge Continuity Guarantee
Assurance 03

Knowledge Continuity Guarantee

HRTG maintains the knowledge library for three years post-close. No institutional gaps.

Active3-year guarantee
Ready to proceed
All three assurances execute at LOI signing.

HRTG opens the vault, activates the alignment contract, and initiates the knowledge continuity program within 72 hours of signed LOI.