Due Diligence Templates
Professional Excel and CSV templates to streamline your business buying due diligence process. Start with our free basic checklist, then add specialized templates as needed.
Ready to Use
Works with Excel, Google Sheets, and any spreadsheet software
Proven Framework
Based on professional M&A due diligence processes
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Basic Due Diligence Checklist
30 essential items across Financial, Legal, Operational, HR, and Customer categories to get started with your business evaluation.
Financial Analysis Template
Complete financial modeling template with 3-year analysis, cash flow, balance sheet items, and key financial ratios.
Seller Questions Tracker
32 critical questions to ask sellers organized by category with space for answers, follow-ups, and red flag identification.
Document Request Checklist
40+ essential documents to request from the seller covering financials, legal, operations, HR, customers, and marketing.
Red Flags Assessment
30 critical red flags with severity ratings, impact assessment, and action planning to identify deal-breaker issues.
Business Valuation Calculator
Multiple valuation methods including asset-based, EBITDA multiple, SDE, revenue multiple, and weighted average calculations.
Customer Analysis Template
Analyze customer concentration risk, retention metrics, CAC, LTV, and diversification across your target business.
Inventory Audit Template
Complete inventory tracking with aging analysis, turnover ratios, and identification of damaged, obsolete, or slow-moving items.
Employee & HR Review
Track all employees, compensation, key person analysis, retention risk, benefits obligations, and transition training needs.
Equipment & Asset Inventory
Catalog all equipment with condition assessment, maintenance status, leased vs owned, and replacement scheduling.
Vendor/Supplier Assessment
Evaluate supplier concentration risk, contract status, relationship quality, and identify alternative vendors.
Lease & Real Estate Review
Complete analysis of all property leases including terms, obligations, renewal options, and facility condition assessment.
Legal Compliance Checklist
45+ compliance items covering licenses, permits, taxes, employment law, insurance, contracts, and intellectual property.
Transition Plan Template
Week-by-week transition plan covering 3 months with key contacts, system access, and handoff procedures.
Monthly Cash Flow Projection
12-month cash flow projection with detailed inflows, outflows, operating expenses, and cumulative cash position tracking.
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