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Master Financial Due Diligence with this Comprehensive Checklist

Designed for dealmakers and advisors, this handy checklist outlines the critical information needed for seamless financial due diligence. Use it to identify the documents required by the deal team and upload them to your data room early for a smoother process.

The checklist covers:

  • Corporate information and structure

  • Historical and forecast accounting information

  • Revenue, cost, and margin analysis

  • Fixed assets and capex information

  • Tax liabilities, debt, and cash

  • Customer and supplier contracts

 

Download 'Financial Due Diligence Checklist'