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Due Diligence Report
Report template for documenting findings from M&A due diligence investigation
Report Title
Due Diligence Report
Author
Date / Period
Business overview and history
Financial statement analysis (3-5 years)
Tax compliance review
Legal matters and litigation pending
Customer concentration analysis
Key employee and management assessment
Intellectual property inventory
Contract and lease review
Regulatory compliance status
Integration risks and synergies
Professional report format for documenting findings from M&A due diligence investigation.
Report Sections
- Business overview and history
- Financial statement analysis (3-5 years)
- Tax compliance review
- Legal matters and litigation pending
- Customer concentration analysis
- Key employee and management assessment
- Intellectual property inventory
- Contract and lease review
- Regulatory compliance status
- Integration risks and synergies
Includes data visualization placeholders, findings, and recommendations.
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