M&A Readiness Checklist: The Due Diligence Process

May 6, 2025

Is Your Business Ready for M&A Due Diligence? Download the M&A Readiness Checklist to Find Out.

Preparing for a sale, merger, or acquisition? The due diligence process is where deals are made—or broken. Buyers will scrutinize every detail of your financials, operations, contracts, and risks. Being ready means fewer surprises, smoother negotiations, and stronger outcomes.

Our M&A Readiness Checklist helps you take a critical look at the five most important areas buyers evaluate:

  • Financial due diligence: Are your numbers clean, GAAP-compliant, and audit-ready?

  • Operational readiness: Can your business run without you?

  • Customer and revenue health: Are your contracts secure and your revenue predictable?

  • Cash flow and working capital: Are there hidden liabilities or seasonal swings to explain?

  • Risk mitigation: Are you proactively controlling the narrative?

This quick-reference guide is perfect for business owners, CFOs, and advisors preparing for a transaction. Fill out the form to receive your complimentary copy and start preparing your business for a successful M&A journey.

Jump to Page

Holthouse Carlin & Van Trigt LLP Cookie Preference Center

Your Privacy

When you visit our website, we use cookies on your browser to collect information. The information collected might relate to you, your preferences, or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. For more information about how we use Cookies, please see our Privacy Policy.

Strictly Necessary Cookies

Always Active

Necessary cookies enable core functionality such as security, network management, and accessibility. These cookies may only be disabled by changing your browser settings, but this may affect how the website functions.

Functional Cookies

Always Active

Some functions of the site require remembering user choices, for example your cookie preference, or keyword search highlighting. These do not store any personal information.

Form Submissions

Always Active

When submitting your data, for example on a contact form or event registration, a cookie might be used to monitor the state of your submission across pages.

Performance Cookies

Performance cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.

Powered by Firmseek