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Operational Due Diligence Checklist Template

An operational due diligence template is used to review business affairs: customer patterns, competitors, marketing, analysis, and perception. Use an operational report to get an overview of each task. This uses the response set Done-In Progress-Not Applicable for each item.

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Operational Due Diligence Checklist Template

Due Diligence

Operational Due Diligence

Identify customer patterns

Compare the number of first-time buyers compared to repeat customers.

Determine peak purchasing times.

Find out what the popular items or services are.

Learn what the popular price points are.

Study the business’s marketing

Look at past and current marketing tactics.

Review the business’s previous sales and discounts, along with how well the promotions did.

Go over how much the business spends on marketing and calculate the ROI.

Learn the results of past marketing efforts.

Conduct a market analysis

Research the demographics of the surrounding area and the business’s target customers.

Study the geographic economic outlook.

Find out who are the business’s competitors.

Find out how people perceive the business

Learn what customers and potential customers, suppliers, and lenders think about the business.

Research industry trends

Find out if the business’s industry is growing or slowing.

Research profit margins for the industry.

Learn more about the business’s competitors

Look at each competitor’s strengths and weaknesses.

Compare the competitor’s products, costs, and earnings to those of the business you want to acquire.

Determine any threats competitors pose to the business.

Find out how much market share each competitor holds.


General Comments

Conducted by: (Name and Signature)

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