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Be Prepared: Navigate Due Diligence with Confidence
Know What Buyers Expect Before You Sell
Selling your business? Due diligence can make or break your deal.
This Due Diligence Checklist ensures you’re fully prepared by helping you gather the critical financial, legal, and operational information buyers need to see—so there are no last-minute surprises.
What’s Included?
Download a due diligence checklist spreadsheet that covers:
- Financial Documentation – Ensure your statements, budgets, and tax records are in order.
- Legal Agreements – Organize contracts, intellectual property, and compliance records.
- Sales & Marketing Data – Showcase customer lists, revenue trends, and lead generation metrics.
- Employee & HR Records – Detail team roles, compensation, and benefits.
- Technology & IT Infrastructure – Prepare cybersecurity, software, and operational systems documentation.
Get Your Free Due Diligence Checklist
Click the button below to download your checklist and take the guesswork out of preparing for a sale.
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The Path to Prosperity
We don’t just advise founders —
We wrote the book on how early-stage and scaling companies grow sales, profit, and cash.
- A track record of performance with founders scaling their businesses.
- Clients who have successfully exited at strong valuations.
- Systems that turn financial chaos into clarity and control.
Finance isn’t just about numbers — it’s about unlocking the future you want.