Use this financial due diligence checklist to assess a company’s financial standing before a transaction or major decision. The template covers review of income statements, balance sheets, and cash flow; sales and gross profit by product; rates of return; accounts receivable; inventory breakdown and valuation; real estate and equipment details; past results versus projections and future forecasts; pricing history; tax information; summaries of debts and their terms; and current investors and shareholders. Includes title page fields and a completion section for comments and sign off, helping accountants and financial advisors document findings and risks.
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