How Do I Prepare My Company for Due Diligence?
You need minimum viable documentation to not look like a mess. Focus on 24 months of P&L statements, cap table, top customer contracts, and key business metrics. Don't spend months perfecting—get 80% there in one week.
Financial Basics That Matter
Legal Documents That Actually Matter
Business Metrics You Must Know
Important Caveats
M&A deals can get weird. This is the usual stuff buyers expect, but your deal might not be usual. Some buyers won't care about half this list. Others will want three times more documentation.
This is a good ballpark of what to have ready so you don't look unprepared in early conversations.
Don't spend months perfecting this. Do it in a one-week sprint. Get 80% there and start talking to buyers. You'll learn what actually matters for your specific deal.