Financial Due Diligence Checklist

Any material transaction you do will require some level of due diligence.  Rather than wait until an investment banker provides a list, have these items always available.  Not only is it good corporate practice to have all of these items well organized, but your credibility will skyrocket with all stakeholders when all of your diligence items are quickly available.  This gets your deal done quicker!

This document is organized by:

  1. Company Overview
  2. Capital Structure
  3. Legal
  4. Human Resources
  5. Marketing
  6. Historical Financials
  7. Projected Financials
  8. Unit Level Information
  9. Development
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