Small Business Acquisition Due Diligence Checklist
Evaluate key aspects of a target business prior to acquisition. Complete each section to support your assessment.
Business Name
*
Primary Industry Sector
*
Please Select
Retail
Manufacturing
Service
Technology
Healthcare
Other
How long has the business been operating?
*
Please Select
Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
Current number of employees
*
Operational Processes Assessment
Rows
Documented
Consistent
Needs Improvement
Sales Process
1
2
3
Inventory Management
4
5
6
Customer Service
7
8
9
Supplier Relationships
10
11
12
Financial Statements Available
*
Yes
Partial
No
Rate the overall financial health of the business
*
1
2
3
4
5
Legal/Compliance Issues Identified
*
None
Minor
Major
Key Assets Overview
Current Deal Status
*
Please Select
Initial Review
In Due Diligence
Negotiation
Agreement Signed
Abandoned
Submit Checklist
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