Achieving true readiness requires strategic groundwork long before you start negotiating with potential investors and buyers. When business owners start thinking seriously about raising funds or selling their company, the first calls they should make are to M&A and Legal advisers. However, at this early stage the real work of preparation should already be well underway. This enables the advisers to quickly understand the business and the task at hand.
That is the exact focus of iFD’s upcoming webinar: understanding what corporate event readiness actually looks like from both a financial and legal perspective, and why getting it right early can make a transformative difference to the efficiency of reaching the final result.
Event Details
- Date: Friday 11 September 2026
- Time: 12:00 PM
- Length: 45–60 minutes
- Format: Online via Microsoft Teams
- Cost: Free
- Speakers: Nick McCleery, Head of iFD, and Roger Harcourt, Solicitor and Head of Office at Shakespeare Martineau
- Registration: Use this link.
What We’ll Cover
Finance and Legal Readiness: Building a Deal-Ready Data Room
Nick McCleery, Head of iFD, will break down what it takes to achieve corporate event readiness before you officially appoint your M&A and Legal advisory teams. In practice, proper preparation hinges on constructing a fully populated, structured Virtual Data Room (VDR).
The point of the VDR is not just to store files, it is to organise them seamlessly so advisers and invited third parties can conduct due diligence without delays. Nick will also address a critical principle that catches many founders off guard: a well-prepared data room enables your advisers to manage the data provided to viewers.
Extended Legal Deep Dive: Resolving Complexities Before Due Diligence
Roger will build on this foundation with an extended look at the complex legal friction points that surface during business transactions, and how to address them proactively. In particular, Roger will cover the different approaches taken depending on the event, and an insight into Term Sheets.
Closing Takeaways: Critical Readiness Areas
To close the session, we will cover vital, frequently overlooked operational factors including:
- Business Continuity Plans and operational resilience
- ESG (Environmental, Social, and Governance) compliance considerations
- Insurance coverage and claims history management
- Unavoidable CEO input: Sales & Marketing, Product etc.
Why You Should Attend
- Enable Your Team: Discover how CFOs can package data to hand over to advisers with complete confidence.
- Enhance Your Valuation: Learn how to catch and resolve legal or financial red flags.
- Practical Advice, Not Theory: Gain actionable, real-world insights from two experienced Finance and Legal professionals.
