📥 Implementation Guide: Complete SPA Transaction Playbook

What is this implementation guide?

The README – Implementation Guide serves as the primary Operating System (Deal OS) for managing the end-to-end M&A transaction lifecycle. It is a comprehensive manual designed to orchestrate the complex transition from term sheet execution to final closing and post-closing monitoring. This document ensures that the deal team, internal stakeholders, and external advisors remain aligned through a standardized workflow.

Inside this guide, you will find:

• Transaction Roadmap: A high-level overview of the path from LOI to the final SPA.

• Role & Ownership Matrix: Clear definitions of responsibilities for internal legal, finance, and operational leads.

• Operating Principles: Rules for version control, issue escalation, and decision-making authority.

• Deal Cadence Protocols: Structured routines for daily triage and weekly board reporting.

• Closing Deliverables Master List: A catalog of required certificates, legal opinions, and funds flow requirements.

• Counsel Instruction Outlines: Templates for setting negotiation guardrails and managing external law firm protocols.