How to make a Merger & Acquisition Due Diligence Planning in Excel? An easy way to create one is by downloading this example Merger Acquisition DD Excel spreadsheet template now!
This Excel spreadsheet is a grid-based planning file and designed to organize an M&A due diligence project with all parties involved. This overview is created by M&A professionals from all over the world and gives a generic roadmap that is according to business needs. The planning period is 60 days, which is a common timeframe for an M&A due diligence.
This Due Diligence Checklist is intended to provide a thorough wide-ranging list of initial due diligence requests that can be used for any target in any type of transaction. The timeframe is 60 days. However, due to all the information needs, this can take longer. Especially for that reason, it's important to make a good project planning, so you will be able to ask all necessary details in time and can finish a successful Due Diligence within the estimated lead time. The following activities have to be considered:
Initial requests solicit general information to provide a broad overview of the target and it's business and operations and planning is customizable to meet the specific circumstances of your M&A deal. This M&A spreadsheet helps to turn effort into results, for yourself or your organization, by making everything a little easier to increase your productivity! Especially, if time or quality is of the essence, this ready-made worksheet certainly helps you out! Just download this file directly to your computer, open it, modify it, save it as an XLSX or PDF or print it directly.
You will see that finishing such an Excel spreadsheet has never been easier and a great way to increase your performance.
Download this Merger & Acquisition Due Diligence Master Planning Excel sheet now!