Financial due diligence checklist

The ultimate financial due diligence checklist

Built from 50 million data points across 23,000+ deals, this file structure is step one to seamless due diligence.

Get the checklist, get ready

✅ Download the checklist to learn how to structure your financial services business information in the best possible way

✅   Get access to the single most important tool for successful mergers and acquisitions (M&A) transactions

✅ ​ 47% of deals fail due to issues that surface during the due diligence process - uncover these early to avoid delays and dealbreakers

✅ ​  Digitize your due diligence checklist with Deal Workflow™ - a purpose-built project management tool to digitize all your existing workstreams

Get deal-ready with our financial due diligence checklist

Take a long term, prepared approach to due diligence and achieve a state of always-on readiness for M&A deals and more. This financial due diligence checklist will ensure your vital business information is structured correctly, saving you time, cost and risk.

Our financial due diligence template covers critical data points like:
  • Organizational chart, including employees, roles and any outsourced resources

  • Company real estate, leases and material contracts

  • Details of fixed assets, e.g. equipment and office wares

  • Financial statements, cash flow, balance sheets and tax liabilities

  • Intellectual property, patents, trademarks and domain name registrations

  • Legal policies and reports

Easily adaptable, this financial due diligence process can be reused to suit the needs of any sized company or transaction.

Get the checklist, then automate it

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Request a demo to learn how you can turn your checklist into an automated process or try it out yourself on a free trial.

Download the checklist