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Due Diligence Checklist for Agencies & Services Firms

Grab Our Due Diligence Checklist (It's Free)

Preparing to sell your agency or service company? Use this checklist to see what your buyer might ask for during the due diligence phase.

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Due Diligence Checklist For Agency & Services Firms

 

Know What to Expect During Due Diligence

Buyers typically provide due diligence checklists when you sell your business.

So why should owners review one before you sell?

Because this checklist will give you a sense of what your buyer might ask for during the due diligence phase.

That means you can prepare ahead of time — which drastically improves your chances of closing the deal.

Being prepared also makes the due diligence phase – which founders constantly tell us is the hardest part of selling their business – less stressful.

Plus, understanding what’s valuable to buyers can help you identify opportunities and risk points well before you sell. If you focus on those pieces of your business in advance, you could sell the business for millions more.

YOUR QS ANSWERED

Frequently Asked Questions

This checklist is a Google Sheet template, so you can make a copy and use it right away.

We’ll email you the link immediately.

It’s designed for agency and service firm founders who are preparing to sell their business.

But this resource is also valuable for potential buyers, investors, advisors, and others involved in the due diligence process.

No. The checklist is written in clear, accessible language, so any agency and service firm owner can put it to good use.

Absolutely! It’s intended for agency and service firm owners to use while preparing for a sale, so you can identify and address potential concerns before going to market. That should lead to a smoother transaction and even a better sale price.

Yes, the checklist applies to marketing agencies, creative agencies, PR firms, digital agencies, consulting firms, design studios, advertising agencies, web development shops, and other professional service businesses.

We’re here to help. If you have questions about how to apply the checklist to your specific situation, feel free to reach out to our team. We’re also happy to connect you to an M&A advisor or broker who can help you sell the business.