Due Diligence Portal

Seller Dashboard

Action items, reports, research & key files

Portal — 6 Sections
01
Action Items & Due Diligence
Complete questionnaires, upload documents, and review buyer profiles — everything we need from you to move the deal forward.
5 items · Due dates inside
02
Strategy & Positioning
Why this preparation matters, the share sale advantage, risk mitigation, local buyer strategy, and the three-tier value story.
6 subsections · Reference
03
Deal Architecture
How everything connects — data flow map, two-workbook structure, and staged buyer access from teaser to close.
Visual map · 4-stage access
04
Project Status
Timeline, countdown, critical path blockers, and deliverable status — where we are and what’s next.
Live countdown · 86% complete
05
Seller & Buyer Journey
Step-by-step roadmap from listing to close — seller journey, buyer journey, and the full data room index for buyer due diligence.
3 sections · 7 stages each
06
Kelowna Growth Story
Market analysis for the CIM — Kelowna demographics, macro tailwinds, dealer consolidation trends, risk register, and investment thesis.
CIM Section 5 · Complete
Documents & Files
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