Due Diligence (Client Access)
Pre-transaction due diligence resources. Access is limited to authorized Growth Caddie clients.
Pre-transaction due diligence is a proactive preparation process for ownership transfer. Access to this section is limited to authorized clients.
Two core diligence tracks: Financial Audit and Legal Audit.
Financial Statements
- Historical P&L, balance sheet, and cash flow quality review
- Revenue concentration and margin analysis
Sales & Marketing
- Pipeline quality, conversion metrics, and retention trends
- Contract structure and recurring revenue consistency
Operations
- Service delivery standards and KPI performance
- Process documentation and scalability readiness
Human Resources
- Org chart, compensation plans, and key-person continuity
- Role clarity, onboarding, and accountability systems
Corporate Organization
- Entity structure, governance records, and compliance documentation
- Board and ownership records
Real & Personal Property
- Lease, asset, and equipment schedules
- Intellectual property and transferable asset records