DUE DILIGENCE REPORT TEMPLATE: M&A

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

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.