What is Due Diligence?

Merriam-Webster Dictionary defines due diligence as “research and analysis of a company or organization done in preparation for a business transaction.” Due diligence is the process of being sure that things are as they appear before a deal is sealed.

You want to be sure everything is reviewed and all questions are answered to your satisfaction.Below is a sample of some of the documents that may be included during the due diligence process:

• Legal structure and incorporation of the company

• Business Tax Returns & Other Financial Records

• Insurance policy information

• Organizational structure

• Personnel policies

• Manuals

• Customer Concentration

• Contracts, licenses, agreements and affiliations

• Technology and intellectual property

• Current or potential legal liabilities

• Marketing materials

If you are thinking about buying or selling a business, please contact the Benjamin Ross Group who can help you start the process.

By | 2015-11-12T12:56:02-05:00 October 5th, 2015|Blogs|Comments Off on What is Due Diligence?

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