This Pre-LOI Questionnaire contains preliminary questions related to evaluating a potential business acquisition or investment. The questions are not necessarily related to due diligence but broader business topics.
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.
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,…
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.