Operational Due Diligence Template

• Business/Company Name

• Conducted on

  Date

• Prepared by

• Location
  Address

Operational Due Diligence

Identify customer patterns

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

  Done

  In Progress

  Not Applicable

• Determine peak purchasing times.

  Done

  In Progress

  Not Applicable

• Find out what the popular items or services are.

  Done

  In Progress

  Not Applicable

• Learn what the popular price points are.

  Done

  In Progress

  Not Applicable

Study the business’s marketing

• Look at past and current marketing tactics.

  Done

  In Progress

  Not Applicable

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

  Done

  In Progress

  Not Applicable

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

  Done

  In Progress

  Not Applicable

• Learn the results of past marketing efforts.

  Done

  In Progress

  Not Applicable

Conduct a market analysis

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

  Done

  In Progress

  Not Applicable

• Study the geographic economic outlook.

  Done

  In Progress

  Not Applicable

• Find out who are the business’s competitors.

  Done

  In Progress

  Not Applicable

Find out how people perceive the business

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

  Done

  In Progress

  Not Applicable

Research industry trends

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

  Done

  In Progress

  Not Applicable

• Research profit margins for the industry.

  Done

  In Progress

  Not Applicable

Learn more about the business’s competitors

• Look at each competitor’s strengths and weaknesses.

  Done

  In Progress

  Not Applicable

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

  Done

  In Progress

  Not Applicable

• Determine any threats competitors pose to the business.

  Done

  In Progress

  Not Applicable

• Find out how much market share each competitor holds.

  Done

  In Progress

  Not Applicable

Completion

• General Comments

• Conducted by: (Name and Signature)

  Sign