Acquisition research and transition systems · AI working guides

Creative Acquisitions: AI workflow library

Explore 160 practical AI working guides for acquisition research and transition systems, organized by task and business context.

Creative Acquisitions website companion resources apply AI to acquisition research and transition systems. Each workflow collection answers a different operating decision and includes guides for 20 business types. Start with the task you need to complete, then choose the context that matches your records.

The guides include source inventories, hypothetical worked scenarios, bounded prompts, acceptance criteria and editable worksheets. They supplement the book website without claiming to be excerpts or newly published book chapters.

8 workflow collections · 160 working guides

AI acquisition deal screeningDecide whether to advance a business opportunity. Includes 20 business contexts.AI acquisition diligence request listsRequest the records needed for a defined decision. Includes 20 business contexts.AI acquisition seller call agendasPrepare a focused acquisition conversation. Includes 20 business contexts.AI acquisition financing term comparisonsOrganize documented funding alternatives. Includes 20 business contexts.AI seller dependency reviewsIdentify what changes when the seller leaves. Includes 20 business contexts.AI acquisition transition plansPrepare the first operating handoffs after closing. Includes 20 business contexts.AI acquisition LOI question listsOrganize questions before professional drafting. Includes 20 business contexts.AI acquisition decision memosPresent a documented advance-or-defer decision. Includes 20 business contexts.

Start with one useful task

Choose a recurring decision with accessible source records and an assigned reviewer. Read the relevant guide, gather the inputs and try the prompt on one completed example before making it part of routine work. Keep generated drafts separate from the approved operating result.

Continue through the personal book collection

Buying WealthOwnership and capital disciplineBuy the BuildingBusiness occupancy and operating continuityBuilt to RunOperating systems and founder independenceThe 7 Minute Phone CallFocused conversations and accountable follow-throughDr. Connor Robertson BooksPractical AI adoption for owners and teams