This document is a template for a due diligence report to help decide how to proceed with a proposed merger or acquisition deal after due diligence is complete. The template includes sections for summarizing findings on the target company's financials, technology, customers, strategic fit, contracts, employees, litigation, taxes, regulations, insurance, corporate matters, environmental issues, related party transactions, property, marketing, competition, and other matters, with recommendations on whether to proceed with, modify, or terminate the original offer. Supporting documentation can be included in an appendix.
This document is a template for a due diligence report to help decide how to proceed with a proposed merger or acquisition deal after due diligence is complete. The template includes sections for summarizing findings on the target company's financials, technology, customers, strategic fit, contracts, employees, litigation, taxes, regulations, insurance, corporate matters, environmental issues, related party transactions, property, marketing, competition, and other matters, with recommendations on whether to proceed with, modify, or terminate the original offer. Supporting documentation can be included in an appendix.
Original Title
IC Due Diligence Report Template M and a 10584 PDF
This document is a template for a due diligence report to help decide how to proceed with a proposed merger or acquisition deal after due diligence is complete. The template includes sections for summarizing findings on the target company's financials, technology, customers, strategic fit, contracts, employees, litigation, taxes, regulations, insurance, corporate matters, environmental issues, related party transactions, property, marketing, competition, and other matters, with recommendations on whether to proceed with, modify, or terminate the original offer. Supporting documentation can be included in an appendix.
This document is a template for a due diligence report to help decide how to proceed with a proposed merger or acquisition deal after due diligence is complete. The template includes sections for summarizing findings on the target company's financials, technology, customers, strategic fit, contracts, employees, litigation, taxes, regulations, insurance, corporate matters, environmental issues, related party transactions, property, marketing, competition, and other matters, with recommendations on whether to proceed with, modify, or terminate the original offer. Supporting documentation can be included in an appendix.
This template is intended to combine the results of the summaries of each business area into a high-level report to help decide how to deal with a proposed deal after due diligence is complete. Use the appendix section to add supporting documentation and any long notes.
TARGET COMPANY
RECOMMENDATION
Move forward with original offer
NOTES:
Propose the following changes
NOTES:
Terminate deal NOTES:
FINANCIAL
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
TECH AND IP
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY CUSTOMER/SALES/SUPPLIERS
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
STRATEGIC FIT
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
MATERIAL CONTRACTS
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
EMPLOYEE/MANAGEMENT
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY LITIGATION/LEGAL
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
TAXES
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
ANTITRUST AND REGULATORY
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
INSURANCE
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY GENERAL CORPORATE MATTERS
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
ENVIRONMENTAL ISSUES
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
RELATED PARTY TRANSACTIONS
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
PROPERTY
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY MARKETING
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
COMPETITIVE LANDSCAPE
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
OTHER
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY
OTHER
KEY FINDINGS
POSITIVES
NEGATIVES
SWOT ANALYSIS SUMMARY APPENDIX Background and supporting documentation
ITEM NAME DESCRIPTION
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