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First-Time Buyers

What is due diligence?

The formal verification process between signing an LOI and closing the deal.

Practical Explanation

Due diligence is a 30–90 day investigation across financial, legal, operational, and commercial dimensions. The buyer verifies the seller's claims, identifies risks, and refines the deal terms (sometimes the price). Confidential and sequenced — usually triggered by a signed LOI.

Real-World Example

A buyer's 45-day DD includes a QoE, customer reference calls, lease review, IT review, and team interviews, ending with a renegotiated working-capital peg.

Typical cash required
Plan for $10K–$50K in third-party DD costs on a sub-$5M deal.
Experience required
Coordinate with CPA, attorney, and industry expert.

Advantages

  • Reduces post-close surprises
  • Creates negotiating leverage
  • Builds confidence to close

Risks

  • !Process fatigue
  • !Diligence reveals dealbreakers
  • !Seller withdraws under pressure

Frequently Asked Questions

Who pays for diligence?
Each side pays for its own advisors; the buyer carries most of the DD cost.

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