What is Due Diligence?

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.

What Is a 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.

Each transaction is unique and therefore requires a specific set of due diligence items.  A due diligence checklist for a SaaS acquisition is going to look different compared to a due diligence checklist for an e-commerce store, health care services, landscaping, or manufacturing business.   

SMB Due Diligence Checklist

We have created an M&A due diligence checklist specifically for an SMB.  This SMB Due Diligence Checklist contains some of the most common items related to evaluating a potential SMB (small and medium business) acquisition. 

Items included in this due diligence checklist:

  • Financial 
  • Products & Services
  • Customers
  • Competitors
  • Operations
  • Marketing, Sales, & Distribution
  • Research & Development
  • Management & Employees
  • Legal & Intellectual Property

Free Download

Please share your name and e-mail address below to receive a free copy of the SMB Due Diligence Checklist.  Once you submit the form, you will receive a free download link to the PDF and Excel versions of the checklist.

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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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