Reply To: Due Diligence for Small to Medium Sized deals.

#112065

Jason Kiang
Participant

Some key areas of focus:

Key revenue drivers and projections
Historical customer details
Product/Service line pricing structures
Salesforce details including performance, tenure and turnover
Accounting, insurance, legal and tax due diligence, as already mentioned above

I have an SOP which goes into more detail if that is of interest.

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