Due Diligence Tasks
• Identify key value drivers to confirm and potential deal breakers
• Draw up due diligence request list and agree on process
• Conduct data room visit, management presentation and site visit
• Review and synthesize new data and develop follow-up questions
• Assess management capabilities and cultural fit
• Assess organizational strengths and weaknesses (by function)
• Reach conclusions on key value driver issues and confirm ability to capture synergies
• Refine valuation, synergies and transaction structure
• Submit final due diligence report
• Identify potential integration issues
• Prepare first draft integration plan ("First 100 days")
This Due Diligence Kickoff Presentation also outlines the roles and responsibilities of various team members involved in the process. Each team, from Project Management to Valuation, has clearly defined tasks to ensure a thorough evaluation. The document provides a detailed breakdown of responsibilities for both the client company and external advisors, ensuring all aspects of the due diligence process are covered comprehensively.
The presentation includes an indicative timeline, offering a realistic view of the due diligence process from start to finish. This timeline helps set expectations and ensures all stakeholders are aligned on critical milestones. It covers key activities such as bid submission, negotiations, confirmatory due diligence, and finalizing the sale and purchase agreement.
Additionally, the document features detailed work plans for specific teams, such as Operations and Environmental & Safety. These work plans include objectives, data room contents, and desired end products, providing a clear roadmap for each team's activities. This structured approach ensures that all critical areas are thoroughly assessed, and potential risks are identified and mitigated.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Due Diligence, Project Kick-off PowerPoint Slides: Due Diligence Kickoff Presentation PowerPoint (PPT) Presentation Slide Deck, Documents & Files
This PPT slide outlines a structured approach to a due diligence workplan focused on the marketing team. It identifies key members involved, including the VP of Sales and Marketing, Director of New Product Development, and external industry experts. The objective is clearly stated: to evaluate industry dynamics, market positioning, and growth opportunities. This sets the stage for a comprehensive analysis that informs strategic decisions.
Data room contents are referenced, suggesting a systematic collection of relevant information categorized into specific sections, which are likely detailed in a separate index. This indicates an organized methodology for gathering and reviewing critical data.
The detailed activity section breaks down specific tasks that the marketing team will undertake. These include confirming the defensibility of a market segment, assessing revenue synergies, and evaluating the impact of customer actions on various segments. Each task is designed to uncover insights that will inform the overall assessment of the target company.
The desired end product is a written summary that encapsulates the findings from these activities. This summary will cover the target's capabilities, growth opportunities, and the effectiveness of its sales and marketing organization. It also aims to assess market structure and competitor activities, which are vital for understanding the broader context in which the target operates.
Overall, this slide presents a clear framework for conducting due diligence, emphasizing the importance of thorough analysis and strategic insights. Potential customers can expect a well-organized process that aims to deliver actionable findings to support informed decision-making.
This document is available as part of the following discounted bundle(s):
Save 11%!
Due Diligence Toolkit
This bundle contains 3 total documents. See all the documents to the right.
Due Diligence Breakout Strategy M&A (Mergers & Acquisitions) Strategy Development Growth Strategy Sales Financial Analysis Alliances Business Case Development Financial Modeling Business Case Example PMI Corporate Board Competitive Advantage Hoshin Kanri Strategy Deployment & Execution Project Kick-off
![]() |
Download our FREE Strategy & Transformation Framework Templates
Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more. |