Due diligence is more than a legal term. It’s what smart companies perform for every deal, whether on the buy or sell side.
Savvy businesses know that the time to perform due diligence is early in the process of a transaction. However, this can mean tracking down a considerable amount of information in order to gain insight and fulfil your obligations. Fortunately, we’ve had years of experience advising corporations on how best to perform due diligence when buying or selling businesses.
This due diligence checklist reflects the wisdom of our years of advising companies just like yours. We'll walk you through each step of the transaction process, providing a brief description of each item you’ll need.
While this checklist may not cover everything a seller will ask for, it breaks down due diligence into 11 important categories that you can’t afford to overlook.
Every successful transaction relies on a thorough appraisal and strategy. Our checklist walks you through important considerations, including:
Download the checklist to make sure your deal is airtight with no surprises.
Warren Averett is a top accounting firm providing audit, tax, accounting and consulting services to companies across the Southeast. Our firm has expertise in industries including manufacturing, construction, real estate, financial services, healthcare, government, education and retail. We serve clients from office locations including Birmingham (AL), Atlanta (GA), Tampa (FL), Montgomery (AL), Huntsville (AL), Pensacola (FL), Fort Walton Beach (FL), Destin (FL), Panama City (FL), Cullman (AL), Anniston (AL), Mobile (AL), and Foley (AL).
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