Templates & Resources
Working templates, free to take.
Tactical, in-deal templates you can drop straight into a live process — plus the flagship frameworks our advisors use on every engagement, hosted on beyond-ma.com.
In-deal templates
Gated · Instant download
Strategic library
Flagship frameworks, on beyond-ma.com
The full advisory library — versioned checklists, scorecards, and workbooks used inside live engagements. Hosted on our main site so updates stay in one place.
PDF · 60 questions · v2026.1
FlagshipIT Due Diligence Checklist
The full Tech DD question bank we run on live deals.
Sixty questions across architecture, security, scalability, team, and roadmap — versioned, dated, and used inside live sponsor and corp-dev engagements.
Open on beyond-ma.com ↗
PDF · Scoring rubric
CTO Scorecard
Score the target CTO across leadership, delivery, and risk.
A practitioner rubric for assessing technical leadership during diligence — weighted scoring across the dimensions buyers care about post-close.
Open on beyond-ma.com ↗
PDF · Sell-side prep
Exit Readiness Workbook
What sell-side teams need 6–12 months before launch.
Founder-facing workbook covering financial hygiene, tech debt remediation, customer-concentration narrative, and the readiness signals buyers actually score.
Open on beyond-ma.com ↗
PDF · 100-day plan
Post-Merger Integration Workbook
Day-1 through 100 integration sequencing.
The integration playbook we run with portfolio companies — workstreams, owner mapping, and the milestones that decide whether synergy lands.
Open on beyond-ma.com ↗