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, the business buyer or investor doesn’t have enough detailed information about the target to complete a full due diligence process.  They are simply evaluating the basic metrics of the business and whether the transaction makes sense for them.

Pre-LOI Due Diligence Checklist

This Pre-LOI Due Diligence Checklist contains some of the most common items related to evaluating a potential acquisition or investment. 

Items included in this due diligence checklist:

  • Key Questions
  • Financial 
  • Business 
  • Industry 
  • General Questions
  • Other

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Important Disclaimer:
The information provided in this document is for general informational purposes only and does not constitute legal or financial advice. DueDilio does not make any warranties or representations for the completeness, reliability and accuracy of the information provided herein and does not assume any responsibility for errors or omissions in the content thereof. For the avoidance of doubt, any person’s use of or reliance on the contents of this document is strictly at their own risk, and DueDilio shall in no event be liable in any way whatsoever for such use or reliance. Users of this document should contact their attorney to obtain relevant legal advice in this regard.

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