Capital Insights

Transaction Readiness: Separate a Decision From Its Supporting Tasks

Medro Advisors · Research and commentary from Don McClain

By Don McClain | Founder & Principal, Medro Advisors

A long completed-task list can hide an unresolved decision. Write the next decision in one sentence, then list only the evidence needed to make it. Distinguish work that informs that decision from work that merely organizes the file. Assign a decision owner and a review point. This turns the archive’s readiness framework into a practical checkpoint without equating activity with closing progress.

Archive: 2026-09-15. Source: https://medroadvisors.com/news-media/readiness-is-what-moves-a-transaction-forward
Author: https://donmcclain.net/
FUNDED (forthcoming): https://thefundedbook.com/