Financial Due Diligence Toolkit — Databook, Request List, Agendas, Adjustment Library, Checklist

Description
Everything needed to run a financial due diligence engagement end to end, from the first request list to the review before the file goes out. Six products, about 35% below buying them separately.

WHAT IS IN THE BUNDLE

• Databook template — 24 sheets, around 7,800 formulas, 18 controls, plus a worked example that ties exactly and a seven-page guide
• Information request list — 224 items across a core list and four industry modules, driven from a setup sheet
• Meeting agendas — ten documents: kick-off and management discussion, each in five industry versions
• Adjustment language library — 123 model report paragraphs with the evidence each needs and the challenge coming back
• Self-review checklist — 106 checks in Word, and a working Excel version with progress tracking
• Consistency review — an 11-slide method deck and a review log for tying a databook to the report it feeds
  
  

ACROSS ONE ENGAGEMENT
Send the request list the day you are appointed. Chair the kick-off, then the management discussion. Build the file from a monthly trial balance. Draft the adjustments with the evidence each one needs. Review your own work before the reviewer sees it. Tie the report back to the databook it came from.

FORMAT
.xlsx, .docx, .pptx and PDF throughout. 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.