Acquisition Due Diligence Checklist

Free Acquisition Due Diligence Checklist

To make the right decisions when your company is facing a merger or acquisition, you need to make sure you have investigated all the aspects of acquisition. Our free acquisition due diligence checklist template can be downloaded and customized to make sure that you don’t miss anything when you do your acquisition analysis.

Why is a Customized Template Better?

A customized template is the best choice for you checklist because you won’t need all the potential due diligence questions that can be asked, you only need the ones that apply to your industry specific acquisition. It is easy to use our free download to create a custom acquisition due diligence checklist that will give you the advantage when it comes to making the right decisions.

How to Use the Acquisition Due Diligence Checklist

Download the free file and open the file in your word processing program. Highlight and delete any of the request for information that do not apply to your industry specific acquisition analysis. Typically, a full acquisition due diligence checklist will ask for:

  • Target company overview information
  • Employee information
  • Benefits
  • Financial results
  • Cost structure
  • Intellectual property
  • Fixed assets and facilities
  • Liabilities

Under each of those categories there is a progressively detailed list that breaks down the information further for better analysis. Depending on the type and nature of the acquisition or merger, not all the categories or questions will apply and should be eliminated from your template.

Tips for Using the Acquisition Due Diligence Checklist Effectively

Take the time to think through the nature of the acquisition completely. It is also a good idea to create a “mirror” checklist in which you ask yourself these questions in regard to your own company. This can often reveal weaknesses in the acquisition plan from the point of supporting resources. Identifying problems as early as possible is the best way to make sure that the acquisition or merger is done successfully. Using a free acquisition due diligence checklist allows you to make multiple versions for all applications.

Download: Acquisition Due Diligence Checklist

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