Analyzing your inputs across 9 due diligence categories
Free Tool · No Account Required
M&A Due Diligence Prep Generator
Answer 12 questions about your company and deal situation. Get a customized DD preparation document with priority checklist, readiness score by category, and estimated timeline — free.
~2 minutes
9 DD categories covered
PDF download included
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Company
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Deal
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Documents
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Compliance
Company Profile
Basic information about your company. Used to customize the DD requirements to your industry and structure.
Please complete all required fields before continuing.
Deal Context
Your role and deal stage determines which DD requirements are most urgent and what timeline pressure you're under.
Please select all required options before continuing.
Highest level of financial statement preparation in the last 3 years.
Key Contracts & Assets
Select all contract types and assets that exist in your business. This determines the change-of-control and assignability risks in your DD.
Please answer all required questions.
Compliance & Regulatory
These factors significantly affect which DD areas require immediate attention and how buyers will perceive risk.
Please answer all required questions.
List any key licenses, permits, or regulatory frameworks that apply (e.g., HIPAA, FDA, FINRA, EPA permits, state contractor licenses). Leave blank if none beyond standard.
Overall DD Readiness Score
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Calculating…
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Readiness by Category
9 DD categories · Score out of 100
Want a blank DD checklist template? A generic M&A DD template for any deal size.
The Full DD Prep Package Everything buyers actually ask for.
The free tier shows your top 20 priority items. The premium package gives your deal team and advisors the complete playbook — 80+ specific documents, red flag identification, and a remediation roadmap with exact timelines.
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Full 80+ Document Inventory Every document buyers request, sorted by category with exact naming conventions
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Red Flag Pre-Scan What in your inputs would concern a buyer — before they find it in DD
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"What Buyers Will Ask" Per Category Typical buyer questions and suggested responses for each DD area
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Deal-Breaker Identification Issues in your profile that could kill the deal or crater valuation
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Priority Prep Sequence What to prepare first for maximum deal impact given your timeline
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Remediation Roadmap Per-gap action plan with realistic timelines and estimated effort
Red Flag: Unaudited Financials — Buyer Discount Risk
Without audited financials, buyers typically apply a 0.5–1.5x EBITDA multiple discount and require QoE report at seller's cost…
🔒 Premium
What Financial Buyers Will Ask: Revenue Quality
Q: "Walk me through your top 5 customers by revenue over 3 years and explain any concentration above 15%." Suggested approach: Prepare a customer cohort analysis showing…
🔒 Premium
Priority Prep Sequence — First 30 Days
Given your LOI timeline and audit gaps, the highest ROI actions in the next 30 days are: (1) Engage QoE firm immediately — 6-8 week lead time…
🔒 Premium
$147
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