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Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
  • Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review
Originally published: 21/09/2026 11:04
Publication number: ELQ-24859-1
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Financial Due Diligence Self-Review Checklist — 106 Tests Before the File Goes to Review

Run it yourself on the finished file. 106 checks across 13 sections, each naming a test rather than a principle.

Eve Changby Eve Chang
Financial due diligence practitioner — quality of earnings, working capital and net debt.Follow
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Description
Run it yourself, on the finished file, before the reviewer sees it. The purpose is not to show the work was done. It is to find what is wrong while there is still time to fix it quietly.

106 checks across 13 sections: sources and inputs, structure, formula integrity, tie-outs, the adjustment schedule, working capital, debt and debt-like items, charts, footnotes, databook-to-report consistency, print setup, review notes, and a final section on whether you actually understand the engagement.

WHAT MAKES IT DIFFERENT
Every item names a test, not a principle, in its own column. Not "all formulas are correct" but "use Go To Special, Formulas, Errors on every tab; zero results." A check that cannot be tested is an opinion.

TWO FILES
  • A printable Word version with tick boxes
  • A working Excel version with status dropdowns, per-section progress counts, and a ready-to-send gate that stays red until every item is set

FORMAT
.docx and .xlsx, no macros.
All original material and generic professional practice. No firm names, no client data, nothing proprietary. Yours to use on as many engagements as you like.
From NorthfieldPress.

This Best Practice includes
1 Word document and 1 Excel workbook

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Further information

Find what is wrong with a finished due diligence file before a reviewer does, using 106 checks that each name a test rather than a principle.

You have finished a databook or a report section and it is about to go to review, or you are a reviewer who wants a consistent standard to hand people.

You want a substantive review of the analysis. This checks whether the file is right, not whether the conclusions are.


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