Apply for a fit review

This form screens whether a buyer, deal, and business are likely to fit a Pre-Close Read or First-90 Audit. Do not submit confidential records, customer data, employee communications, call transcripts, or files here.

No sensitive records before the data-rights check is complete. We only need non-confidential fit information at this stage.

Applicant

Name

Work email

Organization

Your role

Can you authorize next steps?

Deal and business

Deal stage

Expected close date

Is the seller/operator available?

Seller transition support

Industry

Revenue range

Employee count

Owner involvement

Evidence and transition risk

Primary systems

What records are available?

Where does owner judgment still matter?

Data-rights path

I understand this form should not include confidential records, customer data, employee communications, call transcripts, or files

What would break in the first 90 days if the seller disappeared?