Free M&A Due Diligence Checklist

Financial Information	Review of financial statements (last 3-5 years) Tax filings and liabilities Debt obligations and credit agreements
Corporate Documents	Articles of incorporation and bylaws Shareholder agreements Pending or potential litigation
Assets & Liabilities	Inventory and tangible assets Intellectual property (IP) rights Real estate holdings
Employee & HR	Employee contracts and compensation plans Benefits and pension plans Labor disputes
Contracts & Agreements	Major customer and supplier contracts Licensing agreements Leases and third-party agreements
Compliance & Regulatory	Industry compliance records Environmental and safety audits Permits and licenses

Simplify your merger and acquisition process with Template.net’s M&A Due Diligence Checklist Template. This highly customizable template, editable in our AI Editor Tool, is designed to address key areas in M&A transactions. Ensure a comprehensive review with a professionally structured tool tailored for legal, financial, and operational assessments.

Free M&A Due Diligence Checklist

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