Products tagged with 'due diligence review'

Before you purchase a business, make sure you consider all the issues with this free Due Diligence Checklist for Canadian companies.

• The checklist covers the items you need to review, such as:
  
  • corporate records;
  • financial information;
  • contractual arrangements;
  • assets and property;
  • employee relations and benefits;
  • tax matters.
• This is a free downloadable file prepared for use in Canada.

Before you purchase or invest in a privately held company, do your due diligence with this 5-page guide and checklist covering such items as:

• a review of the corporate documents,
• shareholders, shareholder loans, guarantees, options and warrants,
• financial review,
• corporate borrowing, credit facilities, and debt obligations,
• taxes and government compliance,
• operations management,
• products, competition, sales and marketing,
• employees and senior management,
• tangible and intellectual property,
• legal action by and against the business,
• overview of the company's insurance coverages,
• third party consents and approvals required.

Don't put your investment at risk by not doing your homework. Get the Investor / Purchaser Due Diligence Guide for private companies.

If you are in discussions with a competitor about a possible joint venture or acquisition, get this Confidentiality Agreement signed prior to providing your business information.

• During the course of negotiations with respect to partnering or being bought out by the competition, you will undoubtedly need to provide confidential business data for your competitor's due diligence review.
• You need to protect that sensitive confidential and proprietary information. That's why it's essential to have the competitor sign this Agreement prior to releasing any such information.
• The template also includes a no solicitation clause, under which the competitor agrees not to solicit either your customers or your employees.
• The Confidentiality Agreement for Competitors is a generic legal document which does not contain references to any specific laws or regulations and can be used in most countries. 
• The contract template is provided in MS Word format and can be easily customized to fit your unique needs.

How viable is that business opportunity you are planning to pursue? Review all the important issues you should consider beforehand with this Business Viability Analysis Checklist.

The checklist includes such topics as:

• performing an industry analysis,
• evaluating your relevant business experience,
• intellectual property audits,
• laying out your marketing strategy.

This free Business Viability Analysis Checklist is provided in MS Word format and is fully editable.

Conduct your due diligence business review prior to buying a hotel or motel in Ontario with this Hotel or Motel Acquisition Due Diligence Checklist.

• The checklist lists the various issues that you should review with your legal and financial advisers before proceeding with the purchase of the hotel business.
• The form includes a breakdown of which items are to be handled by (i) the lawyers, (ii) the purchaser, (iii) the vendor.
• The Due Diligence Checklist is available in MS Word format and is fully editable.
• Intended for use in the Province of Ontario, Canada.