Table of Contents
A deep dive into the company’s origins and structure, helping you verify its legal foundation and historical narrative.
A focused look at what the company offers, designed to help you assess the current lineup and future potential.
Explore the markets served and industry trends to gauge where the company stands in its competitive landscape.
Understand the strategies driving sales growth and customer acquisition, with questions that uncover key promotional efforts.
Gain insight into the customer base, focusing on key clients and revenue sources that anchor the business.
Assess the talent behind the company, with questions designed to reveal the strength of the team and key roles.
Dive into employee benefits and policies, helping you evaluate the company’s commitments and compliance.
Uncover the backbone of the company’s operations with questions targeting the technology and systems in place.
A thorough review of financial health, with questions aimed at understanding key metrics and historical performance.
Assess inventory management practices to gauge efficiency and accuracy in handling stock.
Examine the company’s tax compliance, looking at filings, audits, and any potential liabilities.
Evaluate key agreements that may impact the business, from leases to partnership deals.
Verify the ownership of valuable IP assets, including patents and trade secrets.
Questions aimed at understanding the company’s risk coverage and any past claims.
Investigate the physical assets, including the condition and adequacy of facilities and machinery.
Review the company’s compliance with legal requirements, focusing on permits and governmental approvals.
Assess any legal disputes that could pose a risk to the transaction.
Verify the company’s adherence to environmental regulations and identify any potential liabilities.
Ensure the company meets its regulatory obligations, with questions targeting compliance status.
Explore the details of any Employee Stock Ownership Plan, if in place, and its impact on the business.
A collection of questions covering additional areas that may require further investigation, tailored to the specifics of the deal.