HR Control Room
Deal Ready Resources
PUBLISHED AUTHOR
Jeffrey Roe is the author of Deal Ready. Every other guide to HR in mergers and acquisitions was written for the buyer. This one was written for the seller, the company that wants to be Ready for a Deal before the buyer ever arrives. Built on 25 years and 30 acquisitions across 26 countries, it shows HR leaders how to get ahead of the gaps and become Deal Ready long before a transaction begins. The second book in the series is underway.
Free Resource
Human Resources Compliance Threshold Brief
Know exactly when your headcount triggers new compliance obligations. At 15 employees, 25, 50, and 100, the regulatory landscape shifts significantly. This brief maps the thresholds, the required government filings, and the actions you need to take before you need a lawyer to tell you.
- Headcount trigger points with specific compliance requirements at each level
- Government forms and filing obligations by employee count
- Risk exposure summary for business owners and operators
- Plain-language guidance compiled from authoritative public sources
Diagnostic Tool
Executive Readiness Scorecard and
Implementation Checklist
- Private equity lens applied to your Human Resources infrastructure
- Diagnostic identifies high-risk gaps before the buyer does
- Implementation checklist gives you a prioritized action sequence
- Designed for founders, operators, and Human Resources leaders at acquisition targets
Deal Ready Series — Book 1 of 3
Deal Ready
How Human Resources Leaders Protect Deal Value
Before the Buyer Finds the Gaps
Most deals do not lose value because Human Resources was absent. They lose value because HR risk was invisible until it was expensive.
If your company ever takes on investors or fields an acquisition offer, a diligence team will examine your HR function line by line. They are trained to find what is broken: misclassified contractors, missing agreements, compliance gaps, change-in-control triggers. Every gap they find becomes leverage to cut the price or walk away.
Here is what no one tells founders and HR leaders: the time to fix this is not during the deal. It is years before one is even possible. By the time the data room opens, the window has closed.
Most companies have never been bought or sold, so their HR function was never built to survive that scrutiny. Deal Ready changes that. It is the first guide written for the seller’s side of the table, not the buyer’s, and it does something no diligence checklist does: it hands you the business case to win the argument upward, built for exactly where you sit in the organization.
Whether you are a CHRO making the case to the board, a VP of HR persuading your CHRO, or the only HR person in a growing company, this book shows you how to build a deal-ready HR function and convince the person who controls the budget to fund it before it is too late.
Drawn from 25 years of HR leadership across 30 acquisitions and 26 countries, including high-growth, private equity-backed, and acquisition-active environments, Jeffrey Roe has spent his career on the people side of deals. Deal Ready is the playbook he wishes every HR leader had before the buyer arrived.
Book Owners: Access Master Human Resources Deal Readiness Checklist (Book 1 Appendix B)
Your copy of Deal Ready includes an access code printed inside. Enter it below to download the Master Human Resources Deal Readiness Checklist — a 100-item working tool organized across eight categories.
Desktop Application
PRIP: Deal Readiness Platform
Coming Soon
PRIP is a desktop application that walks you through the full acquisition readiness process. Toggle through assessments, upload your documentation, build your data room, and arrive at a deal with your Human Resources house in order. Three ways to engage depending on how much you want to go it alone.
- Structured question sets aligned to buyer due diligence standards
- Integrated data room builder for Human Resources documentation
- Gap identification with prioritized remediation guidance
- Progress tracking across all deal readiness dimensions
Self Serve
Purchase the desktop app and work through the platform independently at your own pace.
GuidedPopular
Buy the app and add a guide to walk alongside you, interpret results, and help you prioritize what matters most.
Done For You
Hand it off entirely. Jeffrey Roe drives the full process from assessment through completion.
Advisory Services
Human Resources Merger and Acquisition Advisory
- Pre-deal Human Resources risk assessment and remediation
- Due diligence support from the target side
- Post-acquisition integration and workforce alignment
- Interim or fractional Human Resources leadership through transition
HR Control Room
