Due Diligence Guide for Private Company Investment or Purchase

How viable is that business opportunity you are planning to pursue? Review all the important issues you should consider beforehand with this Business Viability Analysis Checklist.

The checklist includes such topics as:

• performing an industry analysis,
• evaluating your relevant business experience,
• intellectual property audits,
• laying out your marketing strategy.

This free Business Viability Analysis Checklist is provided in MS Word format and is fully editable.

Write a letter of intent to purchase the assets and shares of a business, but not its debt, with this downloadable and customizable template.

• The LOI is only legally binding insofar as it relates to the negotiations being conducted between the parties with respect to the purchase.
• The buyer will not assume the liabilities or obligations of the business.
• All pre-closing debts are to be paid by the seller.
• The seller will be responsible for preparing and filing the closing income tax return and for terminating all employees.
• The buyer will make employment offers to the employees after the closing.

The Letter of Intent to Purchase Assets and Shares but Not Debt can be easily tailored to fit your particular circumstances. Why pay expensive legal fees when you can do it yourself with this easy template?

Perform a management audit on your own business or on a company that you are planning to buy with this easy-to-use Management Audit Checklist.

• The Audit Checklist helps you determine the strengths and weaknesses of the business, and addresses issues such as:
  • quality and inventory controls,
  • marketing and public relations,
  • customer service,
  • strengths of the sales force,
  • research and development,
  • accounting and financial procedures,
  • budget and cash flow,
  • credit management,
  • management direction.
• Downloadable MS Word document, easy to customize for your business.