The Diligence Checklist
This is a checklist of what a buyer will look for in your company, organized so you can score yourself now rather than finding out during a transaction.
This is who the document is for.
It is for owners and leadership teams of companies between $20M and $40M who are thinking about what comes next, whether that is a sale, a transition to family, or simply a business that runs without them.
Here is what is inside the document.
You will find sixty one items grouped by the four intangible capitals used by the Exit Planning Institute, which are human, structural, customer, and social capital, plus the financial, legal, and people file a buyer will request. There is a page to record your score by capital, a section explaining what different score patterns usually mean, and a recommended order for what to fix first.
It is 19 pages, it is free, and no email address is required to download it.
Download the PDFYou may share and forward this document freely, provided it is not altered.
Answer twelve questions and know what to do next.
It is free, it takes about two minutes, and the reading is yours whether or not you ever speak with us.
