You are entering into an uncertain terrain if you make an M&A deal without understanding the financial performance of the acquired business and the reason behind the numbers on the sales report.
That is why financial due diligence is the most crucial part of due diligence and requires more attention.
As you’re running your checks to better understand the financial state of the target company's financial health, you must particularly examine its historical and current financial performance, identify potential risks, and forecast future potential growth. That’s a lot of documents to review.
But manually collecting and reviewing such a long list of documents for each potential deal will increase the risk of errors and probably require all of your team’s attention.
Our secure FDD checklist will help you identify and evaluate the financial aspects of the business that are critical to its long-term viability.
Clustdoc can help you collect accurate, well-organized, and comprehensive information for the financial assessment of the target business.
Clustdoc’s comprehensive checklist is the perfect way to analyze the target company’s financial standings and potential risks to increase your chances for a successful business deal.
The FDD checklist from Clustdoc will let you create an automated interface to get accurate insights into the target company’s background and financial position.
Our FDD checklist is comprehensive, robust, and interactive.
Using the checklist, you can gather valuable financial reports like– investment policies, contracts, bonds, inventory details, insurance coverage details, etc.
It will assist you in streamlining data collection and analyze financial details to discover potential opportunities, assess serious risks, and build post-deal strategies.
With Clustdoc’s easy-to-use but advanced features, you can efficiently identify and manage financial risks and highlight opportunities for a successful M&A deal.
With all of the information, you'll be able to confidently negotiate the terms of the M&A deal and decide whether or not to move ahead with the deal.
Now you don’t have to request business documents and then copy or fax them to your financial consultant.
You can share your own white-labeled financial due diligence checklist online. And the other party can interactively attach digital copies of documents with speed and accuracy.
Clustdoc makes it simple to gather essential documents such as historical performance, working capital requirements, tax reports, cash flow statements, and other relevant records.
After the business owners submit these files, the platform saves them in a unique folder on the cloud.
You can find the documents easily when needed and share them with your financial consultant without any hassle. You no longer have to carry a pile of paper everywhere you go.
All the details of the M&A transaction are available to you on your mobile or computer with a click.
We understand how sensitive and confidential business information shared with you is. Any breach of financial records that you collect may ruin the M&A deal.
Clustdoc adheres to strict data security and encryption requirements.
With built-in security features and GDPR compliance, all the information about the business is safe and secure with Clustdoc.
To create an FDD checklist unique to you, Clustdoc offers a safe and white-labeled interface.
Clustdoc allows you to review, approve or request edits to documents you collect to make sure you have accurate information. It will assist you in evaluating the financial viability of the target business.
Because of our easy-to-follow checklist, the other party in the deal can efficiently and accurately share all the required information in no time.
We created an advanced FDD checklist template for you to save your time and effort.
Our FDD checklist comprehensively targets the valuation-related aspects of the M&A deal.
You can easily edit this FDD checklist from our client portal to create a customized one for your deal and make informed decisions.
Clustdoc is the most advanced and efficient platform to assist you during M&A deals using modern tools.
This checklist will help you better understand the target business and its cash flow, identify value drivers, and make information-backed decisions.