For BuyersPDF Format
Due Diligence Checklist
A comprehensive due diligence checklist for acquiring a small or mid-market business. Covers financials, legal, operations, customers, employees, and more. Organized by priority and typical timeline.
What's Included
- Financial due diligence (3 years P&L, balance sheet, tax returns)
- Legal review (contracts, litigation, IP)
- Operational assessment (processes, technology, facilities)
- Customer analysis (concentration, contracts, churn)
- Employee review (org chart, key person risk, benefits)
- Priority rankings and typical timeline
When to Use This
Use this checklist after signing an LOI to systematically evaluate the business. Share with your accountant, attorney, and any advisors helping with the acquisition.
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