Products / FM application

Products that support
each phase.

The Field Manuals are the operating system for M&A. Products put that system to work at the phase where a buyer needs support, evidence, and a decision-ready output.

PRODUCTS / 07 OUTPUTSFind → Screen → Investigate → Transfer → Execute → Sustain → AutomateStart at the stage you are actually in. The system keeps the next phase visible.
PRODUCTS / 01

The FM system moves the buyer through the lifecycle. These products provide the practical support for each phase—one defined question, one useful output, one next move.

FM 1.101 / Find

Target Intelligence

Verified Target Shortlist

A research-backed map of targets aligned to the buyer's actual criteria, with context for the first conversation.

SEALED OUTPUT
FM 2.102 / Screen

Deal Intelligence

Deal Triage Brief

A rapid operating read for the proceed, pause, renegotiate, or stop decision.

SEALED OUTPUT
FM 2.203 / Investigate

Deal Intelligence

Acquisition Readiness Package

Decision support for the operational conditions, dependencies, and evidence that must be true to proceed.

SEALED OUTPUT
FM 3.104 / Transfer

Change of Command

Founder Debrief

A structured knowledge-capture engagement for the undocumented workflows, authorities, relationships, and shortcuts that cannot leave with the seller.

SEALED OUTPUT
FM 3.205 / Execute

Change of Command

90-Day Value-Creation Blueprint

A sequenced post-close plan that turns the operating picture into milestones, owners, and a first cadence.

SEALED OUTPUT
FM 4.106 / Sustain

Operating System & Execution

Operating Cadence Retainer

Recurring operating reviews, implementation oversight, updated priorities, and course correction after the blueprint.

SEALED OUTPUT
FM 5.107 / Automate

AI Enablement

AI Enablement Sprint

Governed AI applied to a specific workflow after the baseline is understood—not before.

SEALED OUTPUT
Buyer-side only.No brokerage, success fees, or transaction commissions. Investment and delivery cadence are confirmed after scoping.

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