Excel tool
The M&A Deal Workflow: From Mandate to Value
156 actions across the transaction, with stage gates, evidence, owners, and next decisions.
Open the guide and workbook →The practical M&A operating library
M&A judgment, from the first question to the operating result.
I’m Mike Ye. I bring 25 years of experience across acquisitions, divestitures, corporate development, and strategic finance. These tools and transaction lessons explain how I test a deal, decide what to pay, and carry the thesis into operations.
25+ years across the deal lifecycle
75+Transactions
$500K–$2B+Deal range
Four sectorsMedia · Healthcare · Retail · Technology
01 / Selected resources
Start with the work.
Excel tool
M&A Due Diligence: Follow the Work
112 practical items for testing earnings quality, workflows, dependencies, transferability, and deal consequences.
Open the guide and workbook →Excel tool
Post-Deal Integration: Keep the Business Working
104 practical actions covering Day 1 continuity, workflow decisions, synergy tracking, and risk escalation.
Open the guide and workbook →Excel tool
Public Company Comps Workbench
A reusable peer-analysis template plus Capital IQ reference data for 254 public companies across 12 sectors, with trading multiples, peer summaries, and comparability notes.
Open the guide and workbook →Excel tool
Capital Allocation & Deal Affordability Tool
Compare buying with other uses of capital, test downside funding, and set the buyer’s private hard price ceiling.
Open the guide and workbook →Excel tool
Acquisition Mandate & Target Screen
Define why to buy, compare build, buy, partner, and do-nothing alternatives, and screen targets against explicit requirements and evidence.
Open the guide and workbook →02 / A signature lens · Diligence & integration
The numbers are the output.
Understand the workflows.
A buyer acquires the people, decisions, systems, and relationships that repeatedly produce the financial results.
Diligence
Test transferability.
Follow one customer order from promise to payment. Ask who does the work, what happens when it goes wrong, and whether someone else can take over.
Integration
Make continuity explicit.
Protect the work that keeps customers buying. For each change, name the person responsible, test it, and agree what would make the team pause.
AI readiness
Separate knowledge from rights.
Record whose data, tools, and know-how the work depends on. Check what can be shared before treating a documented workflow as something the business can license.
03 / Prepare a business for sale
The judgment, applied to your side of the table.
For sellers
Exit Desk
See the business through a buyer’s eyes before going to market. Start with the existing valuation calculator or free readiness diagnostic.
Explore Exit Desk →For buyers · Not yet launched
Acquisition Lens
In development: a buyer-side assessment for screening, underwriting, and acquisition decisions.