Ensure you’re asking the right questions during the diligence process of a target company. Our master due diligence template’s inclusive list of initial due diligence requests will help streamline any type of transaction.

Being able to identify and correct risks associated with your own business eases the negotiation process and closes faster. Our sell-side due diligence playbook can help you get started on the right foot.

Make sure a target will truly add value to your business with our buy-side diligence template. Obtain the right documents to get a clear valuation of the business and its role in expanding your market reach.

Maintaining a consistent post-merger integration plan will help retain value and solidify your new team culture! This checklist provides a framework for integration tasks at 30, 60, and 100-day intervals, keeping you on track!

Tailored to assist practitioners to accomplish the financial aspects of integration, this checklist provides a framework for the necessary finance-related responsibilities that should be met for successful integration.

This buildable checklist ensures that nothing is missed during the integration process. It includes all the typical guidelines and requirements needed for successful integration with space to customize and add tasks specific to your unique deal.

As IT systems become ever more complex, integrating a target’s data and systems into your own becomes increasingly daunting. With our M&A integration template, you can itemize tasks and take this process one step at a time!

Be market ready with our venture capital diligence template! Know what investors will be looking for to show up at the negotiating table with an accurate valuation.

Beyond standard diligence requests that are applicable to most transactions, this manufacturing playbook emphasizes the areas of due diligence specific to manufacturing targets. Work through due diligence items in-time and achieve your goalsю

Overcome the challenges of diligence when acquiring a small business to expand your own. Feel confident approaching this crucial process with our pre-made professional diligence template.

When planning an IPO, you want to ensure the sustainability of the business model. This requires a detailed due diligence process. Our due diligence template assures you’re looking in the right places.

You’ve decided to either invest in or buy a privately held company. In this template you'll find the list of areas that every business buyer and investor should investigate before signing a deal. Minimize and allocate risks while maximizing value with our PE template.

The best way to ensure retention during integration is by offering clear and consistent communication. Our Communication M&A Integration Checklist helps you build a roadmap for consistent and clear messages across your entire organization.

Don't overlook the importance of a detailed investigation of environmental factors during due diligence. By following this template, you will have a much better understanding of what issues may be hiding under the surface.

Investing in a hedge fund is a significant decision that requires a rigorous risk assessment. Access the basic questions you will need to explore in approaching this type of investment with our diligence playbook.

Power through your next transaction with our Oil and Gas due diligence template. Our playbook collects the documents necessary to determine if the target’s operations and environmental factors are up to standard.

Deals in the tech industry bring their own unique challenges. This playbook is tailored to ensure vital technology company information is structured correctly, save your time and simplify the process.

Selling your business can feel overwhelming! This playbook provides an in-depth look at all the documentation, research, and planning needed to prepare you for your sale.

Merging two nonprofits can be a mutually-beneficial way to expand services and solve operating issues. However, conducting the right due diligence before entering into the process is key. Don’t leave any stone unturned with our nonprofit merger diligence template.

When evaluating external growth opportunities, compliance due diligence is quickly becoming an integral part of the workstream process. Properly understand and identify the compliance risks related to the target company with our compliance due diligence playbook.

Understanding and conducting the proper legal analysis prior to and as integration starts is essential for completing a successful M&A transaction. With our template, your integration process will be set up for legal success.

This template focuses on the crucial IT aspect of M&A transactions. Prevent future IT complications by focusing on all the right areas such as data privacy management, customer support systems, cyber & network security, software, hardware and more.

Legal due diligence is one of the most important steps in closing the deal. Collect the right information in order to successfully assess the legal risks during your M&A transaction with our legal diligence template.

Acquiring a company, but concerned about the tax-related risks? Our list of initial tax diligence requests will help you efficiently navigate through your risk assessment.

Involving human resources from the very start, and getting a clear understanding of the company’s culture and people can save you time and money. This template acts as a guide for common HR and cultural diligence requests.

Accurately assess the value of intellectual property during a transaction with our pre-built due diligence template.

Before closing, you want to ensure your business plan is achievable with your and your target’s existing operational facilities. Utilize our diligence template to review the business model and operations of your target to confirm it is a good fit.

Conducting your due diligence before you buy is crucial to your success as an investor. Our real estate diligence playbook will help you thoroughly investigate all the information to ensure that you fully understand what is involved with the property you’re buying.

The recent pandemic has cast a spotlight on the pharmaceutical and healthcare industry. With added public interest, these M&A deals require an additional focus on assessing the risks involved. Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets.

Financial due diligence is a delicate procedure to determine the stability of a company's assets and evaluate financial health. In this template, you'll find key tasks to perform during that process.

Biotechnology industry-specific challenges make a complete due diligence process all the more important! With our template, you will be collecting all the necessary patents and documents to confidently assess your target.

Don’t know where to start? You’re in the right place. We’ve put together this accounting due diligence template to help you tackle one of the most daunting aspects of the deal.

Reducing risks when acquiring a private company is achieved with a thorough due diligence process. Between HR, compliance, tax issues, contracts, IP, and more, it can feel hard to know where to start. Our due diligence template will help guide you through the process.

Conduct a thorough analysis of your target’s assets with our diligence playbook. By reviewing all the IP, contractual, and constitutional restrictions in place, you can identify any red flags pre-close.

Ensure you’re asking the right questions during the ESG diligence process of a target company. Our built-in ESG due diligence playbook will help streamline your transaction workflow.

Ensure you’re asking the right questions during the ESG diligence process of a target company. Our built-in ESG due diligence playbook will help streamline your transaction workflow.