September 13, 2021

The Seller's Due Diligence Checklist

While every transaction is unique, most buyers ask sellers for the same core set of documents to begin due diligence.

Built from 50+ years of experience working with deal teams on more than 10,000 transactions per year, we have compiled this helpful checklist of documents and information to help you prepare for the due diligence process.

Categories and itemizations of documents include:

  • Finance – General financial statement and tax information, balance sheets
  • Legal – Corporate records for each entity, material agreements, intellectual property, litigation
  • Information Technology – Product development pipeline, software licensing, list of hardware, outsourcing list, hosting agreement

And much more.

M&A transactions require detailed, multiple exchanges of documents between parties. It is critical you assemble and organize the copious number of documents and data needed to get deals done accurately and efficiently.

Get started with your due diligence. Download the Seller's Checklist now!

Ready to Get Started?

You may also like:

Your Data Room Checklist

Do your due diligence on your data room. Make sure it provides the right technology, security, and service for you. So you can get your deal done effectively and efficiently.

M & A Professionals discussing a Data Room
Chicago Dining Guide: Fall & Winter 2021

Here at Datasite, we are privy to the best and most exclusive Chicago dining spots. We've selected some of our top restaurants guaranteed to help warm you up this fall and winter. Please comply with all federal, state, local, employment, and restaurant COVID-19 restrictions, policies and protocols in place at the time of your visit.

Chicago City Skyline
CCPA Data Room Checklist

The California Consumer Privacy Act (CCPA), which went into effect in January 2020, is a big step forward in protecting residents’ personal information. But it also means new compliance requirements for you when it comes to mergers & acquisitions. Download the CCPA Data Room Checklist to be sure your Service Provider has put robust compliance measures in place.

M & A Professionals discussing a Data Room