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Interactive Due Diligence Checklist

This interactive due diligence checklist gives you 50 checks across finance, tax, legal, customers, operations, people, technology and closing. Tick items as you go: progress is saved in this browser only, never sent to us.

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Financial

Tax

Legal

Customers & market

Operations

People

Technology & data

Financing & closing

How to use this interactive due diligence checklist

Work through it alongside the full due diligence guide, which explains why each item matters and what red flags look like. Not every item applies to every business; skip what is irrelevant and add your own notes in a findings log.

You are welcome to link to this checklist or share it with your advisors.

Educational content, not advice. Bootstrapper.com publishes general information for education. It is not legal, tax, accounting, lending or investment advice and does not consider your circumstances. Calculator outputs are illustrative estimates. Rules, rates and programs change; confirm details with qualified professionals before making decisions.