Due Diligence Checklist
The complete data room for selling and buying a company — prepare, review, tick off.
Due Diligence Checklist
The complete data room for selling and buying a company — prepare, review, tick off.
- 80 review points across 11 areas, following the structure of a data room
- Both perspectives: seller preparation and buyer review in one list
- Fillable status fields — on screen or printed
- Quick check of the ten most common stumbling blocks
Who it is for.
The checklist is written for owners of small and mid-sized companies who want to prepare a sale, succession or investor entry in a structured way. It is equally suited to buyers — strategic acquirers, MBI candidates and financial investors — who want to assess a target company systematically.
Tax advisers, lawyers and management consultants who guide their clients through a transaction will find a concise working basis in the checklist to ensure completeness and clarity in the data room.
What you receive.
You receive a structured list of 80 review points, organised into eleven areas that follow the typical layout of a professional data room — from corporate and contract structure through finance, tax, employees and customers to IT, real estate and pending proceedings. Each point is phrased so that it works in both directions: for the seller to prepare and the buyer to review.
The PDF also contains fillable status fields that you can complete on screen or print out, plus a quick check of the ten most common stumbling blocks that regularly surface in due diligence and slow a transaction down.
Frequently asked questions.
In what format do I receive the checklist?
You receive the checklist as a digital PDF. The download begins immediately after payment; we also send the PDF and the invoice by email. You can fill in the status fields on screen or print the file.
Is the checklist suitable for sellers and for buyers?
Yes. The 80 review points are phrased so that they work in both directions: sellers use them to prepare the data room in a structured way, buyers use the same list to review systematically during due diligence.
Does the checklist replace a professional due diligence?
No. The checklist creates structure, completeness and transparency in the run-up to a transaction. It does not replace a guided commercial, financial, tax and legal review under mandate — but it makes that review noticeably more efficient.
Looking for concrete, individual support? An overview of our services can be found under Selling a company and Buying a company.