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Due Diligence

The business-acquisition due-diligence checklist

GradeThisDeal ResearchJune 8, 20266 min read
Due Diligence — editorial cover illustration, GradeThisDeal blog

Due diligence is the process of verifying that what you think you're buying is what you're actually buying. The checklist below is ordered by what kills small-business deals most often — earnings quality first, paperwork last — and every item pairs a claim with the evidence that proves it. (Both of our deal reviews show why: listings disclose maybe 3 of the 15 facts a buyer needs.)

1. Earnings quality — does the cash flow exist?

  • Three years of P&L + the matching bank statements. Profit that doesn't appear as cash deposits isn't profit.
  • Rebuild SDE yourself. Audit every add-back; assume "one-offs" recur until proven otherwise.
  • Monthly numbers, not annual. Annual summaries hide trends — a flat year can be a strong H1 and a collapsing H2. (The Flippa run-rate trap in our SaaS review lives here.)
  • Tax filings vs management accounts. Sellers rarely overstate profit to the tax office.

2. Customers — will the revenue survive the handover?

  • Revenue by customer, three years. Anything over 20% concentration changes price and structure (customer concentration).
  • Contracts and assignment clauses. A contract that terminates on change of control is worth what the counterparty decides post-closing.
  • Churn cohorts for subscription businesses — retention curves, not the word "sticky".

3. Operations — will the machine run without the seller?

  • The two-week test. Could the owner disappear for a fortnight mid-process? (Owner dependence.)
  • Key staff intentions — quiet conversations, retention bonuses budgeted before closing, not after.
  • Asset condition and capex — fleet age, equipment service records; depreciation already spent is your problem now.
  • Lease runway — term remaining, renewal options, assignment consent. For premises businesses this is frequently the deal.

4. Legal & regulatory — can the earnings legally convey?

  • Licences and permits — held by the company or the person? Transferable or re-application?
  • For Singapore deals: work-pass and foreign-worker quota math binds earnings capacity directly — verify headcount ratios against MOM rules (DRC explained for buyers); confirm entity facts against ACRA records.
  • Litigation, disputes, unpaid taxes — searches, not seller assurances.

5. Deal structure — price the residual risk

Whatever survives the checks above gets handled in structure, not hope: holdbacks for receivables, earnouts for concentrated customers, transition periods for owner dependence, working-capital pegs so the seller doesn't strip the company bare at closing. Financing diligence runs in parallel — DSCR at your real leverage, on your rebuilt SDE, not the broker's.

Before you spend a dollar on diligence

Screen first. The free calculator prices the deal off the listing's own claims in two minutes and shows which unknowns move the score most — that list is your diligence agenda, prioritised. Then spend the legal and accounting fees on deals that survive the screen.