Due Diligence Checklist - Preparing Your Company For An Exit

When my company was acquired we went through extensive due diligence— so many questions, meetings, calls, and paperwork AKA a 4+ month-long headache.  Now, I know better.  It could have been a much smoother process.

Let’s talk about some important things you should be documenting right now (from day one)  if you want to sell your company one day.

Even if you don't have any plans to sell your company right now, this will only benefit you and your business planning/growth.  Ultimately your documents are your business, so you need to keep them organized and clean.

I'm sharing with you a spreadsheet tracker with a list of the documents and information required by the buyers when my company was acquired this year.  For reference, the company was 2 years old with approximately $10 million in revenue.  These are the important things you should have documented for your business, whether or not you are planning to sell.

Categories include financial, operational, employees and human resources, taxation, policies and processes, legal and regulatory, competitors, and general strategy. 

Also includes simple instructions on setting up a virtual document room using Google Drive.

PDFs will be available for download immediately after purchase. Please note that digital downloads are nonreturnable and therefore nonrefundable. Please do not purchase this unless you are sure of your purchase. By purchasing this digital product, you understand and agree that refunds will not be given.