Buy Side Due Diligence Checklist
Buy Side Due Diligence Checklist
General Items
- Prepare a due diligence report summarizing findings
- Identify potential deal breakers or risks
- Outline integration plans post-acquisition
Financial Due Diligence
- Review historical financial statements (3-5 years)
- Analyze revenue streams and profitability
- Evaluate accounts receivable and payable
- Assess cash flow and working capital requirements
- Examine tax compliance and liabilities
- Review budgets and forecasts
- Identify financial risks and contingencies
Operational Due Diligence
- Assess operational efficiency and effectiveness
- Evaluate supply chain and vendor relationships
- Review customer contracts and retention rates
- Analyze production processes and capacity
- Evaluate IT systems and infrastructure
- Assess compliance with regulations and industry standards
Market Due Diligence
- Analyze market position and competitive landscape
- Evaluate customer demographics and market trends
- Assess growth potential and market risks
- Review marketing strategies and brand strength
Legal Due Diligence
- Review corporate formation documents and governance
- Assess existing contracts and obligations
- Evaluate intellectual property rights and protections
- Review any pending or threatened litigation
- Analyze compliance with laws and regulations
Management Due Diligence
- Evaluate the management team's experience and track record
- Assess organizational structure and key personnel
- Review employee contracts and compensation structures
- Analyze company culture and employee satisfaction
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