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Acquisition Due Diligence Checklist

When making an acquisition, what is on your due diligence checklist? Does someone have a due diligence checklist that they would be willing to share? Does a checklist vary by size/industry of acquisition? Also, after the acquisition, do you continue to monitor KPIs from the checklist or other factors?

Answers

Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor, Proformative) |

Proformative has this free

"Acquisition Due Diligence Checklist"
www.proformative.com/whitepapers/acquisition-due-diligence-checklist

As well as this free white paper:
https://www.proformative.com/whitepapers/financial-due-diligence-kicking-tires-your-potential-acquisition

Enjoy!

Best... Sarah

Topic Expert
Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO, Aargo Inc.) |

I have just posted a DD checklist to the resources section of our proformative web site. I am sure there are plenty of other items to be added!

Topic Expert
Jim Quinlan
Title: CFO, Managing Director
Company: Trinity Group, BlueGold, Genergy, Wellco..
LinkedIn Profile
(CFO, Managing Director, Trinity Group, BlueGold, Genergy, Wellcount) |

I will share a list via email. Contact me at jquinlanatwellcount [dot] com.

If there is an easier way to get it to you, let me know.

Topic Expert
Chester Hurtado
Title: CFO
Company: Tradeworks
(CFO, Tradeworks) |

Lists are great to have as a reference point. However, I try to look at the acquisition, depending on whether I am on the buy or sell side, from the perspective of what is the value of the enterprise and what variables can impact that value in the future. From that perspective, I look at everything from internal and external forces that could impact that value and try to disclose or get disclosures on those variables. Frequently, it is the variables that you don't anticipate that come back to haunt the transaction.

Lyle Newkirk
Title: CFO
Company: Corrigo Incorporated
(CFO, Corrigo Incorporated) |

You also should touch base with your law firm because there are things they may want or need. They will have their own list, which you don't have to use, but you can save time by making sure you know what they need up front.

Irv Williamson
Title: Owner
Company: Growth Guidance Solutions
LinkedIn Profile
(Owner, Growth Guidance Solutions) |

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