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Create custom checklists and use logics to predefine workflows.
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Operational Due Diligence Checklist Template

An Operational Due Diligence Checklist Template is a useful tool for assessing the operational efficacy of a potential investment. It helps to identify operational risks and evaluate the performance of a company. The template includes a list of questions related to key operational areas such as finance, human resources, legal, and compliance.

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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.
Completion
General Comments
Conducted by: (Name and Signature)
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A Operational Due Diligence Checklist Template is an essential tool for any investor or financial institution to review and assess the operational aspects of a potential investment. It helps to identify potential operational issues, evaluate operational risk, and assess operational performance and controls. The template includes key areas such as legal and regulatory compliance, internal controls and risk management, financial reporting, financial performance and liquidity, systems and technology, and organization and operations. It also covers areas such as customer service, human resources, and corporate culture. The template helps to streamline the due diligence process, allowing investors to make informed decisions.
Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.

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