Small Business Due Diligence Playbook

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

• Built for smaller acquisitions
  Simplify your review of a small-business target with focused requests that highlight owner transitions, cash-flow sustainability and integration readiness.
• Growth-specific insight
  Evaluate customer concentration, scalability of operations, and owner-dependence—so you’re not surprised post-close.
• Collaborative checklist platform
  Use one shared workspace for finance, operations and legal teams. Assign items, link supporting docs, and comment in-context.
• Efficient audit trail
  Track completion, mark dependencies, and attach evidence so you maintain transparency and accountability across the deal.

After operational review using the Operational Due Diligence Checklist, shape your valuation with our Discounted Cash Flow Valuation Model.