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M A Due Diligence Workflow

Coordinate legal due diligence for mergers, acquisitions, and investments.

Complexity: Critical | Duration: 15-30m | Category: Industry/Legal Services

Tags: m&a due-diligence data-room acquisitions transactions

Workflow Diagram​

Steps​

Step 1: Establish data room​

Establish data room

Step 2: Create due diligence checklist​

Create due diligence checklist

Step 3: Request documents from target​

Request documents from target

Step 4: Assign review responsibilities​

Assign review responsibilities

Step 5: Analyze corporate documents​

Analyze corporate documents

Step 6: Review material contracts​

Review material contracts

Step 7: Assess litigation exposure​

Assess litigation exposure

Step 8: Evaluate IP portfolio​

Evaluate IP portfolio

Step 9: Prepare due diligence report​

Prepare due diligence report

Step 10: Support deal negotiation​

Support deal negotiation

Usage​

To execute this workflow:

/workflow industry/legal-services/m-a-due-diligence-workflow.workflow

See other workflows in this category for related automation patterns.