FM 1-0 / Find
The target map
You are still hunting and need a research-backed view of the right targets.
Buyer Scoping / find your entry point
Start with the
decision in front of you.
You do not need a perfect brief. Bring the target, the handoff, or the first 90 days; we will map the right FM route around the pressure you are carrying.
SCOPING / 07 MOVESFind → Screen → Investigate → Transfer → Execute → Sustain → AutomateThe most common entry is mid-deal. The system is designed for that.
SCOPING / 01
Legacy Forward owns the operational lane around an acquisition. Your legal, accounting, valuation, and lending advisors stay in their lanes; we make the operating picture usable.
↗
FM 2-0 / Screen
The deal triage
You have a live opportunity and need to decide whether to proceed.
FM 2-0 / Investigate
The readiness package
You are under LOI and need the operational conditions to be true made visible.
FM 3-0 / Transfer Command
The founder debrief
Closing is approaching and knowledge, access, or authority may leave with the seller.
FM 3-0 / Execute
The 90-day blueprint
You own the business and need a sequenced plan for the first 90 days.
FM 4-0 / Sustain
The operating cadence
The plan exists; now it needs rhythm, ownership, and course correction.
FM 5-0 / Automate
The governed AI sprint
The baseline is clear and one workflow is ready for carefully controlled leverage.
Designed entry points
Where are you
right now?
Buyers do not all enter at stage one. Choose the sentence that feels closest to the situation in front of you.
Ready to make the next move visible?