Example of standard due diligence checklist

searcher profile

July 16, 2024

by a searcher in Chicago, IL, USA

Does anyone have a copy of a generic Accounting diligence list that I could send to a seller?
The Accounting firm I am with sent me a QoE checklist but I think it is too exhaustive.
Does anyone have a standard list that they could share please?

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commentor profile
Reply by a professional
from The University of Georgia in Atlanta, GA, USA
To provide the proper document, are you asking for an "information request list" or a "diligence checklist"? Your headline implied you wanted a full "Due Diligence Checklist" but the body of your request denoted an Accounting checklist, which is much less extensive than a full checklist. Nonetheless, even w an accounting checklist, please specify if you want a list of standard requested documents/files to do the diligence or if you want a diligence procedures checklist. Further, the target industry would be useful to be able to refine the checklist - list for a SAAS company looks a bit different from a list for a distribution company or for that matter a healthcare company.
commentor profile
Reply by a professional
in Atlanta, GA, USA
We have a standard checklist. We are a full service global accounting firm with presence in 7 countries (500+ professionals) and assist lower and middle market transactions extensively. Our India presence, allows us to be cost efficient and at the same time maintain the quality of our deliverables. Happy to connect with you. Email me at redacted for more details.
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