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Diligence guides
What each item on the standard due-diligence checklist means, why it matters, and what to look for.
Financial
3 years of tax returns reconciled to P&L
QoE (quality of earnings) on add-backs over $50k
A/R aging & bad debt history
Customer concentration (top 10 = ?%)
Revenue churn / customer count trend
Working capital target peg
Capex history & deferred maintenance
Operations & People
Org chart + comp by role
Key-person risk + retention plan
Owner's calendar audit (where does the time go?)
Lease & assignability
Tech stack / systems inventory
License / certification transferability (CPA, contractor, etc.)
Deal & Financing
SBA pre-qualification (Live Oak, Pursuit, Huntington, Newtek)
Seller financing willingness
Non-compete & transition period (90-180 days standard)
Working capital + transition consulting agreement
Indemnity, escrow, R&W coverage
UCC, lien, litigation search
