Section 1
Before takeover
Confirm responsibilities with your advisers and the people responsible for delivery. This checklist does not replace the transaction documents.
3 questions
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First 90 days checklist
A working order for reading the business, meeting the people, and taking responsibility for the cash before making discretionary changes.
What you will produce
A saved evidence summary, not another blank form
Work through 12 focused questions, one section at a time. Your saved result separates documented, partly documented, missing and unknown evidence and gives you the next action.
- Autosaved draft
- Review before completion
- Private result in your dashboard
- Blank printable PDF by email
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Inside the assessment
Section 2
Week one
Learn how work happens. Correct urgent safety, security or compliance issues promptly with the responsible professionals; observation is not a reason to leave an urgent problem untreated.
3 questions
Section 3
The weekly review
Use a short, repeatable meeting with source records available. Record an owner and next review date for each open item.
3 questions
Section 4
The day-90 review
Compare what you expected with what the records and people have taught you. Choose the next work deliberately.
3 questions
What a completed answer looks like
Illustrative example: a new owner discovers that a weekly supplier payment depends on a reminder in the seller's phone. Record the obligation, confirm who approves it, and add it to the weekly cash review before changing the purchasing process.
Version 2026-09-12.1. Results vary. Nothing here is financial, legal, or tax advice.