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  1. This Word document is designed as an in-depth corporate schematic.
  2. Very detailed. Less thinking more doing.


If you are looking to engage in Private Equity, Investment Banking, or M&A (internal or external), it is critical to know and understand what you are buying or investing in. This document is a complete corporate schematic for the acquisition and investment side of the business.

This document is in two main sections to help diagram and align a company structure:

1. Overview - High level corporate governance and processes
2. Charts, Documents, Schedules - In-depth look at the inner workings of the company and the company hierarchy.

Section I-Overview is a breakdown of the company timeline beginning with the business plan, initial funding, industry and market breakdown and how decisions are made, and then breaks down sales, marketing and vendors.
Section II-Charts, Documents, Schedules is the in-depth view of the daily activity of the company, its spreadsheets, and the interaction of everyone running the company.

This Word document is designed as an in-depth corporate schematic.

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Source: Company Overview & Initial Due Diligence Word document

This document is part of the following Business Toolkit:

Due Diligence View Details

Company Overview & Initial Due Diligence

Sold by cjneill (this author has 3 documents)


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This business document is categorized under the function(s): Corporate Finance   Mergers & Acquisition/Takeovers  

It applies to All Industries.

File Type: Word (doc)

File Size: 161 KB

Number of Pages: 7

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Jun 23, 2015
Most recent version published: Jun 25, 2015

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