Buyer Due Diligence Checklist

Perform due diligence like a professional private equity firm. Track and check off each investigative audit step using our interactive dashboard.

Check off items as you complete them to track your deal readiness.

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Reconcile bank statements against QuickBooks or ledger entries

Verify tax filings (CRA corporate tax returns and GST/HST payments)

Review customer concentration: verify top customer billing records

Interview key employees to confirm operational continuity plans

Inspect physical assets, inventory counts, and equipment conditions

Audit customer contracts, supplier agreements, and commercial leases

Confirm no active legal disputes, worker compensation claims, or tax liens

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