Prepare financial documentation for due diligence

Due diligence is where deals are won or lost — a buyer's team digs into everything. Preparing your financial documentation in advance keeps the deal moving, builds trust, and protects your price.

Do this

1. Assemble financials, tax returns, contracts, and bank records in one place.
2. Organize them in a clear data room (folders by category).
3. Fix discrepancies before a buyer finds them.
4. Have your accountant and attorney review before you share.

Due Diligence Prep Checklist

• 3+ years financials and tax returns
• Normalized/recast earnings with add-back proof
• Customer and supplier contracts
• Leases, loans, and licenses
• Org chart, SOPs, and key employee details
• Everything in an organized, shareable data room