Medro Updates

Define the Evidence That Completes Each Transaction Handoff

By Don McClain

By Don McClain | Founder & Principal, Medro Advisors. A transaction task marked sent may still need correction before the next person can use it. For each closing handoff, name the deliverable, recipient and evidence that it was accepted for the next step. Separate delivery from acceptance and record any revision needed. If rework changes a date, trace which later decisions must move rather than leaving the old closing target in place. Review responsibilities within the agreed advisory scope. Discuss the sequence at https://medroadvisors.com/advisory/