Description

A tailored course, built for your situation

M&A Escalations Routed to Your Desk First

Own the most sensitive pre-close reviews with ISO 20000-structured deliverables

$199 one-time

24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook

12 modules. 12 chapters per module. 144 chapters total.

12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

Who this is for

Senior practitioner in private equity transaction services with decision authority on service governance artefacts

Who this is not for

Entry-level consultants, auditors focused only on annual compliance cycles, or teams without direct sponsor visibility

What you walk away with

First call on M&A escalation reviews requiring ISO 20000 assessment
Repeatable playbook for service transfer documentation in carve-out scenarios
Confidence to issue regulator-facing statements under time pressure
Sources and examples ready when peers challenge transition scope
Direct ownership of vendor continuity reviews in divestiture workflows

The 12 modules (with all 144 chapters)

Module 1. Structuring ISO 20000 Assessments in 72-Hour Windows

How to deploy a lightweight but defensible ISO 20000 gap analysis when deal timelines compress. Focus on rapid identification of high-risk service handoffs, using templates proven in PE exits.

12 chapters in this module

Module 2. Building Regulator-Ready Statements of Applicability

Crafting SoAs that survive SEC, FCA, or MAS scrutiny in transition periods. Includes real examples from private equity divestitures with annotated rationale.

12 chapters in this module

Module 3. Vendor Transition Playbooks for Divested Units

Mapping incumbent vendor contracts to post-close service levels using ISO 20000-1 as a control backbone. Includes handoff triggers and SLA continuity checks.

12 chapters in this module

Module 4. Ownership Model for PE-Driven Escalations

Clarifying when and how to accept or redirect escalation requests. Covers governance boundaries, sponsor expectations, and documentation thresholds.

12 chapters in this module

Module 5. ISO 20000-3 in Pre-Close Due Diligence

Applying process reference models to assess service delivery risk in target entities. Focus on people, process, and tooling maturity signals.

12 chapters in this module

Module 6. Cross-Border Service Transfer Constraints

Navigating jurisdictional variance in service management expectations. Covers EU, UK, and APAC regulatory touchpoints affecting ISO 20000 alignment.

12 chapters in this module

Module 7. Executive Briefing Templates for Transition Timelines

Creating time-bound, risk-ranked summaries for C-suite and sponsor teams. Uses ISO 20000 control areas as anchor points.

12 chapters in this module

Module 8. Dependency Mapping for Critical Service Handoffs

Identifying chain-of-failure points in service transitions using process flow annotations aligned to ISO 20000-1 clauses.

12 chapters in this module

Module 9. Post-Merger Service Rationalization Frameworks

Deciding which service processes to retain, retire, or re-engineer using ISO 20000 maturity scores as input.

12 chapters in this module

Module 10. Escalation Response Playbook for Peer-Team Disputes

Handling conflicting interpretations of service ownership. Uses ISO 20000 clause references as neutral arbiters.

12 chapters in this module

Module 11. Audit Trail Construction for Transition Periods

Building defensible records of service governance decisions made under time pressure. Focus on timestamped rationale and stakeholder alignment.

12 chapters in this module

Module 12. Sponsor-Level Communication Routines

Maintaining visibility without escalation fatigue. Templates for concise updates, risk flags, and closure confirmation using ISO 20000 touchpoints.

12 chapters in this module

How this maps to your situation

When a PE deal moves to LOI stage
After a regulator requests transition assurances
During vendor contract carve-out negotiations
Before the first post-close audit cycle

Before vs. after

Before

M&A escalations get routed through general risk pools or shared service teams

After

Specific, high-pressure escalations come directly to you with clear ownership

What's included with your purchase

12 modules with 12 chapters each (144 chapters)
Downloadable templates and worked examples for every module
Hand-built implementation playbook delivered alongside course access
30-day money-back guarantee

Delivery and format

Course and learning environment access provisioned within 24 hours of purchase
Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, designed for completion across a live deal cycle

How this compares to the alternatives

Unlike generic ISO 20000 foundation courses, this program is built for senior practitioners who must deliver under deal pressure, with artefacts and templates drawn from actual PE transactions.

Frequently asked

Who is this course for?

Senior consultants and directors in private equity, carve-out, and divestiture roles who must produce ISO 20000-aligned governance deliverables under tight timelines.

How is the course structured?

12 modules, each containing 12 chapters (144 chapters total).

Are the templates customizable?

Yes, all templates are provided in editable format and include version control markers for audit readiness.

$199 one-time. Approximately 3 hours per module, designed for completion across a live deal cycle.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours