Sales and Marketing Documents Checklist

Summary

The following due diligence table outlines the information to be requested from a potential acquisition target in relation to the target’s sales and marketing efforts. This information will enable a purchaser to assess the strengths of the sales and marketing team of the target, including any risks that need to be addressed, and plan for any post-closing changes required. This list should be adapted to the circumstances of the acquisition (e.g., structure of the transaction, industry, jurisdictions, specific business, and any specific consumer regulations applicable).