https://sqsapps.com/pi-toolbox-user-guide

In the past, M&A due diligence meant lawyers digging through piles of paper to assess the activities of a seller. Modern tools allow lawyers and other dealmakers the ability to analyze their findings with speed and efficiency previously unattainable.

Tech Due Diligence

In a world of cybersecurity threats and GDPR regulations, conducting tech due diligence is crucial for the health of your company. A proper tech due diligence process involves evaluating a software firm’s security and ensuring that they’re in compliance with GDPR. Also, it involves analyzing the quality of the company’s intellectual property portfolio, and finding any possible infringement issues.

In the course of an acquisition it is crucial to understand the financial structure of a business and ensure that all parties have the same expectations. A thorough due diligence exercise can reveal concerns like overstated net operating losses, not reported tax liabilities, non-filing exposures, tax on payroll as well as sales and use tax, and property taxes.

During the due-diligence process it is essential to have a plan in place for collecting and sharing all relevant information. A set of playbooks that can be utilized throughout the process by teams, helps keep everyone on the right track and ensures that everyone is on the same page. Loopio’s collaborative workspaces and team workspaces features help teams concentrate on their work and avoid being distracted by other tasks.