ANALYZE / CHECKLIST

A CHECKLIST IS USEFUL ONLY IF THE ANSWERS CAN KILL THE DEAL.

Track the evidence that matters across financials, customers, operations, contracts, employees, technology, liabilities, transition, and financing.

Organize diligence around decision-changing evidence.

Open Checklist Open Due Diligence Guide

Checklist Progress // Due Diligence Checklist

Checklist Progress

01Normalize earnings

02Test valuation

03Stress financing

04Find the deal killers

DECISION INTELLIGENCE

Signals That Change the Decision

MOVEDefensible normalized earningsDebt service survives stressValuation logic is coherent

WATCHAggressive add-backsConcentrationWorking-capital surprises

RESOLVEEconomics fail the hurdleKey claims cannot be verifiedCapital stack breaks cash flow

Workflow // Due Diligence Checklist

The Acquisition Workflow

01Fast screen

02Normalize earnings

03Estimate value

04Model capital stack

05Verify evidence

06Structure transaction

THE NEXT MOVE

MOVE THE DEAL FORWARD—OR KILL IT FOR A GOOD REASON.

Use the next layer only when the evidence earns it. Discovery should lead to analysis. Analysis should lead to financing, diligence, structure, or a disciplined no.