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Valuing and Selling Your Business: A Quick Guide to Cashing In by Tim McDaniel

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APPENDIX B

Sample Due Diligence Request

The following is a list of documents and other information that a buyer may request during the due diligence process. Each buyer and transaction is unique, and what is requested will differ among buyers. This sample is only intended to provide you with a general idea of items that may be requested from you in an M&A transaction and should not be considered as a complete list.

Organization and Records

  • A staff organization chart, listing all employees with titles and grade levels and any open positions.
  • Biographies and resumes for all company executives.
  • Employee Handbook (including new employee orientation documents). Provide the human resources policies relating to sexual harassment, background investigations, ...

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