Buying or selling a company?

STREAMLINE M&A WITH THIS
due-diligence CHECKLIST

DUE DILIGENCE IS A CRITICAL STEP
- Whether you are buying or selling a company or business asset, any type of M&A negotiation is usually preceded with a due-diligence phase during which the buyer can examine standard corporate documents and other highly-sensitive company information.
WHY FAST DUE DILIGENCE MATTERS
- Experienced dealmakers know all too well that speed is a big success factor. Deals that drag in due-diligence have a higher failure rate, and often close with lower than expected values. So it is wise to prepare early, and be ready whenever an opportunity presents itself.
SAVE TIME AND AVOID GUESSWORK
- This due-diligence checklist cuts out the guesswork, so you know exactly what to look for. It lists more than 100 categories of documents that are typically included in due-diligence, and defines a logical folder hierarchy that most M&A advisors representing a buyer would be expecting documents to be organized in.
BOOTSTRAP YOUR DATA ROOM
- If you plan on hosting your documents in a secure Data Room to facilitate secure document sharing, you can import an XLS version of the M&A due-diligence checklist into the data room, to automatically create the folder hierarchy for you. So you don’t even have to type folder names – just drag and drop your documents into the folders.

Custom due diligence checklist
- The M&A due-diligence checklists offered above are intended for any business getting ready for a buy-side or sell-side M&A transaction. If you prefer to customize your due-diligence checklist for your business and specific industry, head over to our Due Diligence List Generator and choose your industry.