Operational Due Diligence Playbook

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. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Operational capability review
  Analyze production, logistics, supply-chain, and service processes to ensure the business can scale after the transaction.
• Site-level assessment
  Evaluate facility layout, equipment health, workforce efficiency and maintenance records to uncover hidden operational bottlenecks.
• Cross-functional team collaboration
  Include operations, production, quality, and get teams in one workspace—link documentation, assign tasks, and tag stakeholders in real time.
• Audit-ready evidence trail
  Attach floor-plan diagrams, process maps, operating metrics and improvement plans directly to checklist items for full transparency.

Prep the organization using the M&A Roles & Responsibilities Matrix and then move into bid evaluation with the Form of Bid Comparison Chart.

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