Free M&A Due Diligence Checklist Template

M&A Due Diligence Checklist

Financial Information

  • Review of financial statements (last 3-5 years)

  • Tax filings and liabilities

  • Debt obligations and credit agreements

Corporate Documents

  • Articles of incorporation and bylaws

  • Shareholder agreements

  • Pending or potential litigation

Assets & Liabilities

  • Inventory and tangible assets

  • Intellectual property (IP) rights

  • Real estate holdings

Employee & HR

  • Employee contracts and compensation plans

  • Benefits and pension plans

  • Labor disputes

Contracts & Agreements

  • Major customer and supplier contracts

  • Licensing agreements

  • Leases and third-party agreements

Compliance & Regulatory

  • Industry compliance records

  • Environmental and safety audits

  • Permits and licenses

Ensure all data is verified and complete before proceeding with any transaction.

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