TABLE OF CONTENTS
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:
- Products & Services
- Marketing, Sales, & Distribution
- Research & Development
- Management & Employees
- Legal & Intellectual Property
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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