Free Due Diligence Checklist

Prepared by: [YOUR NAME]
[YOUR COMPANY NAME]
Conduct a meticulous financial analysis of your acquisition process with this comprehensive checklist. Designed for easy comprehension and implementation, it covers every critical aspect to ensure a sound financial evaluation.
1. Financial Performance Analysis
Review of the target company's historical financial statements
Examine revenue trends and profitability margins
Analyze the company's balance sheets and liquidity levels
Assess operating cash flow patterns and investment activities
2. Debt and Liability Assessment
Evaluate long-term and short-term debt structure
Analyze contingent liabilities and off-balance-sheet financing
Check for potential litigation liabilities and contractual liabilities
3. Asset Evaluation
Assess the valuation of tangible and intangible assets
Examine the age, condition, and useful life of primary assets
4. Forecast Analysis
Review the financial projections and underlying assumptions
Validate the business's growth rates and expansion plans
Analyze future profitability and return on investment
5. Tax and Regulatory Compliance
Check the target company's tax compliance status
Ensure regulatory compliance concerning mergers and acquisitions
6. Integration Considerations
Evaluate the cost and complexity of integration post-acquisition
Forecast the impact on financial statements post-acquisition
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The Due Diligence Checklist template from Template.net can help you streamline thorough due diligence procedures. Using our AI Editor Tool, you may alter information like document reviews, financial assessments, and risk evaluations on this fully customizable checklist. Get the template, then use it to carry out your due diligence with assurance and effectiveness.
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