Fit and capability
Compare the intended role with evidence of customer reach, resources, technical or service capacity and relevant experience. Assess what the company could contribute to this relationship, rather than rely on its general profile.
QUICK-START PROJECTS
Commercial Partner Check
Understand a proposed partner before making your next commitment.
Check the relationship you are considering
A relevant company profile is useful, but your decision also depends on what the partner would actually contribute. This project examines the proposed role, available evidence and concerns that could affect the commercial relationship.
It can help before appointing a partner, renewing an arrangement or increasing territory, resources or dependence. The question is specific: what do we know about this partner, and what still needs resolving?
A commercial assessment for the next decision
An independent commercial assessment of fit, capabilities, concerns and the questions requiring further investigation.
Background and concerns
Examine available company, ownership and reputational information at the agreed depth. Distinguish reliable evidence, statements received and unanswered questions, so that the basis of each observation remains clear.
Actionable next questions
Identify what should be clarified, evidenced, discussed or referred for specialist review before the commitment proceeds. The assessment explains which uncertainties matter to your decision and where further investigation would be useful.
COMMERCIAL ASSESSMENT
Proposed relationship
COMMERCIAL FIT
CAPABILITY
BACKGROUND & CONCERNS
Evidence reviewed
Statements to corroborate
Questions to resolve
Next decision
Match the depth to the commitment
The review is focused on the agreed relationship, relevant records and information available. The nature of the commitment helps determine which questions deserve closer examination and how much evidence is needed.
References, site visits, direct interviews and external specialist work are explicitly agreed before inclusion. Where legal or financial due diligence is needed, the assessment identifies the questions for separately scoped work by qualified advisers.
You can use the assessment to inform your own next steps. Any further work is agreed separately, and the decision to proceed with the relationship remains with your team.
Shape the assignment
To scope the work, we discuss the company name, proposed or existing relationship, role to be performed, concerns, relevant material already held and timing of your decision.
We tailor the review depth, sources, counterpart contact, reference or site work and any specialist involvement to that brief. External approaches are agreed with you before they are made.
The work, output, timing and fee are agreed before beginning. An initial enquiry can stay at the level of a general outline; we will discuss how to share the information needed for the review.
What do you need to know before the next commitment?
Give us a general outline of the relationship and the questions you want examined. We will agree the appropriate review and how information should be shared.
Tell us the partner decision and the information already available. We will clarify the review approach, outputs, timing and fee before work begins.
Need candidates first? View Partner & Distributor Shortlist.
Related service: Find & Check Partners.
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