September 13, 2021

The Seller's 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?

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