Brainforge Knowledge

deal-execution-template

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Deal Execution Template (Post-Approval)

Use this template after a deal is approved to proceed to LOI.

Reference workflow:

  • ma-deal-execution-agent-workflow.md
  • ma-loi-playbook.md
  • ma-sign-off-checklist.md
  • ma-agency-investor-checklist.md

Deal header

  • Deal name:
  • Target legal entity:
  • Deal type: [book transfer | asset purchase | equity purchase | merger]
  • Deal Lead:
  • Finance Lead:
  • Legal/Operations Lead:
  • Integration Lead:
  • Executive approver:
  • Current phase:
  • Start date:
  • Target LOI sign date:
  • Target close date:

Global status snapshot

  • Overall status: [on-track | at-risk | blocked]
  • Current blockers: 1. 2. 3.
  • Next decision gate:
  • Next gate date:

Phase 0 — Activation (24-48h)

Checklist

  • Execution workspace opened
  • Owner matrix confirmed
  • Escalation path confirmed
  • Timeline published (LOI + close targets)
  • Top 10 risk register initialized

Required outputs

  • Execution plan v1
  • Owner matrix
  • Risk register v1

Gate decision

  • Phase 0 owner sign-off:
  • Date:
  • Decision: [advance | hold]
  • Notes:

Phase 1 — LOI Build (3-7 days)

Checklist

  • LOI required inputs complete per ma-loi-playbook.md
  • Option A/B/C economics model built (downside/base/upside)
  • Preferred option selected
  • Fallback option selected
  • LOI draft prepared
  • Internal LOI approval packet prepared
  • Binding vs non-binding sections reviewed with counsel
  • Workflow C cooperation + milestone obligations included in LOI draft

Required outputs

  • LOI draft ([path])
  • Approval packet ([path])
  • Scenario model ([path])

Gate decision

  • Required approvers signed:
    • Deal Lead
    • Finance Lead
    • Legal/Operations Lead
    • Integration Lead
    • Executive approver
  • Date:
  • Decision: [advance | hold]
  • Notes:

Phase 2 — LOI Negotiation and Sign (3-14 days)

Checklist

  • Seller received LOI draft
  • Material deltas logged in variance log
  • Changes stayed within approved fallback bounds
  • Critical unknowns reconciled for LOI confidence
  • LOI signed
  • Exclusivity start/end dates confirmed

Required outputs

  • Signed LOI ([path])
  • Variance log ([path])
  • Confirmatory diligence workplan ([path])

Gate decision

  • Phase 2 owner sign-off:
  • Date:
  • Decision: [advance | hold]
  • Notes:

Phase 3 — Confirmatory Diligence (2-4 weeks)

Checklist (small transaction minimum)

  • Account-level monthly revenue validated
  • Retention/churn validated
  • Concentration risk validated
  • Contract assignability/consent validated
  • Subcontractor/dependency map validated
  • Transition and integration feasibility validated
  • Red-flag log updated (open/closed/accepted)

Required outputs

  • Diligence summary memo ([path])
  • Red-flag log ([path])
  • Updated scenario model ([path])

Gate decision

  • Critical red flags unresolved count:
  • Mitigations accepted:
  • Phase 3 owner sign-off:
  • Date:
  • Decision: [advance | hold]
  • Notes:

Phase 4 — Definitive Docs + Close (1-2 weeks)

Checklist

  • Definitive agreements finalized
  • Closing checklist complete
  • Consent/assignment requirements satisfied
  • Payment mechanics configured
  • Close package reviewed against ma-sign-off-checklist.md
  • Deal close executed

Required outputs

  • Signed definitive docs ([path])
  • Close memo ([path])
  • Day 1 comms package ([path])

Gate decision

  • Phase 4 owner sign-off:
  • Date:
  • Decision: [advance | hold]
  • Notes:

Phase 5 — Day 1 to Day 100 Integration

Checklist

  • Day 1 continuity plan executed
  • Account handoffs completed
  • Weekly integration cadence running
  • Expansion motions launched
  • Day 30, Day 60, Day 100 reports completed
  • Day 100 retrospective completed
  • Workflow C artifacts completed and archived

KPI tracking

  • Gross revenue retention (transferred accounts):
  • Net expansion revenue:
  • Delivery margin stability:
  • Founder dependency reduction:
  • Key staff continuity:

Required outputs

  • Day 30 report ([path])
  • Day 60 report ([path])
  • Day 100 value realization report ([path])
  • Playbook updates captured ([path])

Completion decision

  • Phase 5 owner sign-off:
  • Date:
  • Decision: [complete | extend | escalate]
  • Notes:

Risk register (top 10)

#RiskSeverityOwnerEarly signalMitigationStatus
1
2
3
4
5
6
7
8
9
10

Workflow C artifact tracker

  • workflow-c-service-line-mapping.md
  • workflow-c-account-handoff-plan.md
  • workflow-c-day1-day100-kpi-plan.md
  • workflow-c-day30-report.md
  • workflow-c-day60-report.md
  • workflow-c-day100-value-realization-report.md

Decision log

DatePhaseDecisionApprover(s)Summary

Graph View