Capital Insights

Transaction Handoffs: Receipt Is Not Acceptance

Medro Advisors · Research and commentary from Don McClain

By Don McClain | Founder & Principal, Medro Advisors

For each handoff, identify the decision needed, input version, receiving owner and acceptance condition. An acknowledgment confirms receipt, not completeness or approval. If a transition assumption changes, identify every downstream participant using the prior version. Link to controlled evidence without widening permissions; record unresolved exceptions rather than marking a sent file complete.

Archive: 2026-08-19. Source: https://medroadvisors.com/news-media/complex-transactions-fail-at-handoffs
Author: https://donmcclain.net/
FUNDED (forthcoming): https://thefundedbook.com/