Vendor due diligence preparation is about credibility: clean data, consistent narratives, and evidence that management understands its own business.
Quality
Buyers discount messy information rooms. Normalise historical results with documented adjustments; reconcile management reporting to statutory accounts before outsiders arrive.
Prepare schedules that explain related parties, capex, and working capital norms — do not leave discovery to the other side.
Story
The commercial story must match the numbers. If growth is attributed to new products, show pipeline and margin evidence; if margin improved from procurement, show sustainability.
Weak stories invite price chips and tougher warranties.
Process
Assign owners for each data room section; run internal Q&A as if you were the buyer.
Legal and tax advisers should see financial materials early to avoid contradictory messages.
Sale readiness is a quality project — start before the mandate letter.
Related work
Representative engagements illustrating how we deliver similar outcomes.
Frequently asked questions
What is vendor due diligence preparation?
Organising information, normalised results, and narrative before buyers and advisers test the business.
What causes diligence delays?
Undocumented adjustments, inconsistent models, and missing schedules for concentration or contracts.
When should sell-side preparation start?
Often 6–12 months before a process so adjustments and data room content are ready before external intensity peaks.
Transaction preparation enquiry
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- Written scope before substantive work begins