SME Due Diligence Checklist

SME Due Diligence Checklist

Due diligence is an essential process utilized by individuals, companies and investment firms to evaluate a potential merger, acquisition, or investment. Business buyers will conduct due diligence on a target company to confirm the accuracy of the seller’s claims, mitigate risk, and garnet deeper insight into the operations – prior to committing to the deal. While the due diligence process can be extensive and time consuming, it can help prevent costly surprises later on.

Pre-LOI Due Diligence Checklist

Pre-LOI Due Diligence Checklist

TABLE OF CONTENTS What is Pre-LOI Due Diligence? Due diligence is an essential process utilized by individuals, companies and investment firms to evaluate a potential merger, acquisition, or investment.  Pre-LOI due diligence is the earliest investigative process that occurs before a letter of intent (LOI) is submitted to the seller or broker.  At this stage,…

SMB Due Diligence Checklist

SMB Due Diligence Checklist

A due diligence checklist is an organized way to analyze a company or an investment. By following a checklist, you can streamline the due diligence process and manage risk. Due diligence checklists are usually arranged in a basic format. However, they can be changed to fit different industries and business types.
This SMB Due Diligence Checklist contains some of the most common items related to evaluating a potential SMB (small and medium business) acquisition.