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due diligence checklist

1. Corporate Structure and Governance

Verify the company’s legal status and registration.

Review corporate bylaws and governing documents.

Assess the organizational structure and key personnel.

Evaluate board meeting minutes and resolutions.

2. Financial Information

Review recent financial statements (balance sheet, income statement, cash flow statement).

Analyze financial projections and forecasts.

Assess the company’s accounting practices and policies.

Check for any outstanding debts or liabilities.

3. Client Contracts and Agreements

Review contracts with major clients and partners.

Assess terms of service and compliance with advertising regulations.

Evaluate any exclusivity agreements or restrictions.

Check for any pending disputes or litigation involving clients.

4. Intellectual Property

Identify trademarks, copyrights, and patents held by the organization.

Review licenses and agreements related to intellectual property.

Assess potential infringements or disputes related to IP.

Verify the status of registrations and renewals.

5. Regulatory Compliance

Review compliance with advertising standards and regulations.

Assess adherence to data protection laws (e.g., GDPR, CCPA).

Check for industry-specific regulations and compliance.

Evaluate any past violations or penalties imposed.

6. Market Position and Competitors

Analyze market share and positioning within the industry.

Review competitive landscape and key competitors.

Assess strengths, weaknesses, opportunities, and threats (SWOT analysis).

Evaluate market trends and potential impacts on the organization.

7. Human Resources and Employee Relations

Review employee contracts and agreements.

Assess company policies regarding employee benefits and compensation.

Evaluate employee turnover rates and satisfaction levels.

Check for any pending labor disputes or grievances.

8. Technology and Infrastructure

Assess the organization’s technology stack and systems.

Review cybersecurity measures and data protection protocols.

Evaluate the scalability and reliability of advertising platforms.

Check for any ongoing technology-related litigation or disputes.

9. Marketing and Brand Strategy

Review current marketing strategies and campaigns.

Assess brand positioning and recognition in the market.

Evaluate customer feedback and brand perception.

Analyze past marketing performance and ROI.

10. Risk Management

Identify potential risks and liabilities facing the organization.

Review insurance coverage and policies.

Assess crisis management and contingency plans.

Evaluate the organization’s risk assessment processes.

11. Exit Strategy and Future Plans

Assess the organization’s long-term strategic goals.

Review any planned mergers, acquisitions, or divestitures.

Evaluate potential exit strategies for stakeholders.

Analyze the impact of future plans on current operations.

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