What to do before you hire an expert!

The Art of Financial Due Diligence

  • 16 tax return items to review

  • Specifics on what to look for

  • Simple explanations

  • Spreadsheet to make analyzing easier

  • Documents to request

  • Additional resources

  • A word of caution

There is both an art and a science to financial due diligence. A hard side and a soft side, so to speak. As a new business buyer, you should be practicing this softer side of DD, what I refer to as the Art of Due Diligence.

Getting a feel for the company and the industry, evaluating the surface view of the strength and worthiness of the target co, determining if it’s even worth moving forward on, worth writing a Letter of Intent, worth the investment in professional due diligence.

(Side note: this will also help you solidify your deal criteria.)

Get this deal-making tool today!

“Della’s DD tool helped me cut my deal review time in half. She takes a complex, and honestly stressful, process and simplifies it to make it completely painless! I just ran my latest deal through the DD pdf and it helped a ton. The structure was helpful as it aligns perfectly with the tax return format. ”

Ryne Ogren

    Built with ConvertKit