A practical, downloadable M&A due diligence checklist covering all 12 diligence areas, plus how to run it without chasing documents by email.
An M&A due diligence checklist organises every document a deal needs into tracked areas: corporate, financial, tax, legal, commercial, HR, IT, IP, property, compliance, insurance, and environmental. Download the free Excel template below, or run the same list live in Alkmist so nobody chases by email.
A ready-to-use checklist across 12 diligence areas, with status dropdowns, owner and due-date columns, and an automatic progress summary. Free, no sign-up.
Prefer to work in a spreadsheet? The template mirrors the checklist below. Prefer to run it live, with automated follow-up and secure client uploads? That is what the Alkmist portal does.
An M&A due diligence checklist is a structured list of the documents and information a buyer needs to review, organised by area, each item tracked with an owner, a due date, and a status.
Diligence succeeds or stalls on whether every request is tracked. A good checklist groups requests by area, assigns an owner and a due date, and shows status at a glance, so nothing is missed before signing.
Each area below is a section in the downloadable template.
Incorporation docs, cap table, board minutes, group structure, subsidiary agreements.
Audited statements, management accounts, projections, AR/AP ageing, debt agreements.
Corporate returns, VAT filings, authority correspondence, transfer pricing.
Material contracts, litigation schedule, standard terms, guarantees.
Top customers, churn data, pipeline, pricing strategy.
Employee census, key contracts, pension schemes, collective agreements.
Systems overview, GDPR records, cybersecurity, software licences.
Registered IP, licensing agreements, domains and brand assets.
Leases and title deeds, fixed asset register, capex commitments.
Licences and permits, regulatory correspondence, AML policies.
Policy schedule, claims history.
Permits and assessments, health and safety records.
A checklist in a spreadsheet still has to be chased. Running the same list in a portal turns each item into a tracked request that chases itself: automated follow-up, secure client uploads, party isolation between counterparties, and a live status view.
That is the difference between a template and a workflow. Start with the download, and when the email chasing gets old, run it in Alkmist.
See Alkmist in action
See how Alkmist turns the checklist into a tracked, secure workflow. Book a demo.
