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Due Diligence Report

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Corporate
Difficulty
Beginner
Updated
October 30, 2026

Every page (8)

Overview

A buyer's committee needs to know which findings change the price, which become closing conditions and which are notes. This report is organized that way: summary and red flags first, then commercial, financial, legal and operations findings, a 100-day plan, and a decision page with a sign-off box and conditions list.

The sample is Larkspur Group's review of Marlowe Print Works: $24.0M revenue, $4.1M reported EBITDA adjusted to $4.8M, a 34% customer, $7.3M of debt and debt-like items, and a $2.8M price reduction. Replace the target, the quality-of-earnings bridge, the red flags, the sources and the conditions with your own.

Useful for

  • An investment committee deciding whether to sign, reprice or walk away from an acquisition
  • Deal counsel and the CFO agreeing which findings become price changes or closing conditions
  • A seller preparing for diligence by seeing how findings and adjustments will be reported

What's included

  • Photo cover and a summary page with headline figures, ranked red flags and a recommendation box
  • Commercial page with customer concentration, a revenue table and a price-effect callout
  • Financial page with a capex trend, debt breakdown, EBITDA adjustments and key figures
  • Legal and tax page with scope, definitions, findings and a key closing rule
  • Operations page with a 100-day plan and people and IT risks
  • Decision page with a recommendation, a sign-off box, conditions list and a Make it yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Set the target, deal structure and diligence date on the cover, and name the scope exclusions on the legal page.

  3. 3

    Replace the red flags with your top findings, each with source, dollar impact and recommendation, and enter your own reported-to-adjusted EBITDA bridge.

  4. 4

    Update the customer table, debt breakdown, 100-day plan and conditions with owners and dates.

  5. 5

    Delete the Make it yours page, then share the report with your committee or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

What is the difference between a red flag and a condition?

A red flag is a finding that changes price or could stop the deal. A condition is a step the seller must complete before closing. Not every red flag needs a condition; some are handled by price.

How do I show quality of earnings?

List each add-back by name, dollar amount and source, then show reported and adjusted EBITDA side by side. The sample shows $4.1M reported plus $0.7M of one-offs for $4.8M adjusted.

Are Larkspur Group, Marlowe Print Works and the figures real?

No. The organization, the target company, the people and every figure are fictional sample content, written to show what a good diligence report looks like. Replace all of it with your own.

  • #due-diligence
  • #due-diligence-report
  • #acquisition
  • #red-flags
  • #quality-of-earnings
  • #100-day-plan
  • #finance
  • #google-docs

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