Foundations
Start with the records, their possible uses and the difference between a referral, an evaluation and a license.
Commercial
Read an offer through its payment conditions, preparation costs, permitted uses and ongoing obligations.
Legal & privacy
Prepare the questions about company authority, incoming rights, personal information and proposed recipients.
Operations
Check retained history, record relationships, source changes and the evidence behind each outcome.
Executive
Decide whether the possible opportunity justifies staff time, cost and a clearly bounded next step.
Buyer diligence
Connect a sourcing brief to provenance, outcome evidence, acceptance questions and a controlled evaluation.
Browse every guide within a topic, or search the whole library for a specific question.
Search the full library