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Commercial due diligence checklist

Seven questions to answer before you sign on a middle-market company, with the evidence that settles each one and the red flags that should change the price.

What's inside

  • The seven questions, each with a checklist of the evidence that answers it
  • Red flags that should change the price, the structure, or the decision
  • How to scope the work: a pre-IOI read, confirmatory diligence, or a hold-period growth plan
  • Three pages, built for the week the CIM arrives

Built for: Private equity deal teams, corporate development, and owners preparing for a sale.

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