Preliminary Due Diligence Document List

What buyers ask for, sellers should prepare

Watch the overview: What's inside and how to use it

What's Included

100+ Document Requests

Comprehensive list covering every aspect of due diligence

Financial Documents

P&Ls, balance sheets, tax returns, and more

Legal & Contracts

Client agreements, vendor contracts, leases

Operations & HR

Org charts, compensation, benefits, policies

Technology & IP

Software licenses, trademarks, proprietary processes

Editable Formats

Available in both Excel and PDF for easy use

Buyers starting due diligence

Sellers preparing for sale

Advisors managing data rooms

Anyone who wants organized diligence

Nothing Missed

Comprehensive list prevents surprises

Move Faster

Organized sellers close 30% faster

Look Professional

Show you're sophisticated and prepared

Reduce Risk

Thorough diligence prevents post-close issues

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