The Acquisition Workspace: one page per agency

A deal team's working day on an acquisition is spread across a data room, a spreadsheet per analysis, an email thread with the seller and a memo draft. The Acquisition Workspace puts the acquisition on one page: what the agents found and prepared, the book, the people, the carriers, the clients, the integration and the memo — with the stage strip across the top and the controls in the rail.

The hero

The Acquisition Workspace for an illustrative agency at IC memo — The Acquisition Workspace for the illustrative Ironwood Risk Partners at IC memo: the stage strip, the headline figures from the book, and the first decision the agents prepared, with Accept, Reject and Ask.

Target number, focus and city; the stage; the lead, the expected close and the number of book rows; the seven-stage strip (Screening, Data received, Analysis, IC memo, Signed, Integration, Day 100); and six headline figures — book revenue, client retention (with revenue retention under it), organic growth, top producer, top carrier, renewals in 90 days. Under it, one line on where the acquisition stands, how many decisions wait, and Analyze.

Seven zones

Zone	What it holds
Findings	Prepared for you (the agents' decisions with Accept, Reject, Ask), the last Analyze run, and what the agents found with filters for high and critical, to review, approved and rejected.
Book	Retention period over period, revenue by period and organic growth, revenue by line, the renewal calendar, what the revenue is made of, data quality and cross-sell.
Producers	Revenue, share, clients and retention per producer; key people; retention agreement status.
Carriers	Premium and share per carrier, states, the acquirer's appointment status and the action.
Clients	Matches into the acquirer's book: to confirm, confirmed, new to the acquirer, rejected.
Integration	After close: the retention tracker and the 100-day plan as tasks. Before close: the plan the planner proposes.
Memo	The valuation arithmetic and the valuation-support memo built from approved findings.

flowchart LR H["Hero: stage strip,
headline figures, Analyze"] --> F["Findings"] F --> B["Book"] --> P["Producers"] --> C["Carriers"] --> CL["Clients"] --> I["Integration"] --> M["Memo"] R["Rail: key facts,
acquisition controls,
data room"] -.-> F F -.->|"every citation"| RW["The rows behind it"]

Decisions the agents prepared for an illustrative agency — Prepared for you: the seller request, a client match to confirm, appointment requests, the 100-day plan, the practice leader's sign-off and the memo — each with Accept, Reject and Ask.

A prepared decision says which agent prepared it, its level (L1 draft here), whether it rests on the engines or the model, the lines of what it proposes, the facts behind it, and Accept, Reject and Ask. Ask questions the agent from those facts.

The key facts and acquisition controls rail, on illustrative data — The rail: key facts (seller's revenue, asking multiple, book revenue, book against seller) and the acquisition controls that fired, with who each refers to.

The rows behind every citation

The rows behind a citation, on illustrative data — The rows behind it: a producer's revenue citation opened to the 367 book rows it rests on.

Every chip that says “N book rows” opens a drawer with those rows — row number, client, line, carrier, producer, effective date, premium, commission, type, status and any data issue.