💰 AI M&A Due Diligence Checklist Template

Mergers and acquisitions (M&A) can be an exciting and profitable way to grow your business. However, before you sign on the dotted line, it’s essential to do your homework and conduct due diligence to make sure you’re making a sound investment. In this article, we’ll walk you through the basics of M&A due diligence and provide you with a helpful checklist to get started.

Who Is This M&A Due Diligence Checklist For?

This M&A due diligence checklist is for anyone who is considering buying or investing in another company. Whether you’re a small business owner looking to acquire a competitor or a large corporation exploring a merger, this checklist can help you get started on the due diligence process. It’s also suitable for lawyers, accountants, and consultants who are advising clients on M&A transactions.

Keep in mind that this checklist is not a substitute for professional advice. You should always seek the guidance of experienced professionals to ensure that you’re conducting due diligence appropriately.

How to Get Started Conducting M&A Due Diligence With This Checklist?

1. Gather basic information: Start by collecting basic information about the target company, such as its legal name, address, and industry. You should also request financial statements, tax returns, and other relevant documents.
2. Conduct background research: Use online resources and public databases to research the target company’s history, reputation, and any notable legal issues.
3. Review financials: Analyze the target company’s financial statements, including income statements, balance sheets, and cash flow statements. Look for trends and patterns that could indicate financial distress or mismanagement.
4. Evaluate operations: Examine the target company’s operations, including its production processes, supply chain, and customer base. Identify any potential risks or opportunities.
5. Assess legal and regulatory compliance: Review the target company’s legal and regulatory compliance, including its contracts, permits, licenses, and litigation history. Don’t forget to identify any areas of non-compliance.
6. Evaluate human resources: Analyze the target company’s human resources policies and practices, including its employee handbook, benefits, and compensation. Identify any potential issues or liabilities, such as wage and hour violations or harassment claims.

Get Started Using This M&A Due Diligence Checklist Template in Taskade

1. Click “Use Template” to create a project instantly in your workspace.
2. Click “Save Template” to create a reusable template for you and your team.
3. Customize your project, make it your own, and get work done!