{"id":822,"date":"2026-05-15T12:12:32","date_gmt":"2026-05-15T12:12:32","guid":{"rendered":"https:\/\/360bizbrokers.com\/?page_id=822"},"modified":"2026-05-15T19:32:51","modified_gmt":"2026-05-15T19:32:51","slug":"biz-due-diligence-check-list-generator","status":"publish","type":"page","link":"https:\/\/360bizbrokers.com\/es\/biz-due-diligence-check-list-generator\/","title":{"rendered":"Biz Due Diligence Check List Generator"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"822\" class=\"elementor elementor-822\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-32ef9be e-flex e-con-boxed e-con e-parent\" data-id=\"32ef9be\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4b7140c elementor-widget elementor-widget-html\" data-id=\"4b7140c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<!doctype html>\n<html lang=\"en\">\n<head>\n  <meta charset=\"utf-8\" \/>\n  <meta name=\"viewport\" content=\"width=device-width, initial-scale=1\" \/>\n  <title>Business Sales Due Diligence Checklist Bot<\/title>\n\n  <style>\n    :root {\n      --bg: #f4f1eb;\n      --panel: #ffffff;\n      --ink: #1f2933;\n      --muted: #6b7280;\n      --brand: #1f4f46;\n      --brand-2: #d8a24a;\n      --line: #e5e0d8;\n      --soft: #f8f5ef;\n      --danger: #9f2a2a;\n      --shadow: 0 24px 70px rgba(31, 41, 51, 0.12);\n      --radius: 22px;\n    }\n\n    * {\n      box-sizing: border-box;\n    }\n\n    body {\n      margin: 0;\n      font-family: Inter, ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, \"Segoe UI\", sans-serif;\n      background:\n        radial-gradient(circle at top left, rgba(216,162,74,.28), transparent 34%),\n        linear-gradient(135deg, #f7f2e8, #eef3f1);\n      color: var(--ink);\n      min-height: 100vh;\n    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var(--brand);\n    }\n\n    .metrics-row p {\n      margin: 4px 0 0;\n      color: var(--muted);\n      font-size: 13px;\n      font-weight: 800;\n    }\n\n    .filter-row {\n      display: grid;\n      grid-template-columns: 1fr 220px;\n      gap: 14px;\n      margin-bottom: 20px;\n    }\n\n    .checklist-output {\n      display: grid;\n      gap: 18px;\n    }\n\n    .bot-card,\n    .section-card {\n      border: 1px solid var(--line);\n      border-radius: 20px;\n      background: #fff;\n      padding: 20px;\n    }\n\n    .bot-label {\n      margin: 0 0 8px;\n      color: var(--brand-2);\n      font-weight: 900;\n      text-transform: uppercase;\n      letter-spacing: .12em;\n      font-size: 12px;\n    }\n\n    .section-card h3 {\n      font-size: 21px;\n      color: var(--brand);\n      margin-bottom: 14px;\n    }\n\n    .item {\n      display: grid;\n      grid-template-columns: 96px 1fr;\n      gap: 14px;\n      padding: 14px 0;\n      border-top: 1px solid var(--line);\n    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.metrics-row,\n      .filter-row {\n        grid-template-columns: 1fr;\n      }\n\n      .result-header {\n        flex-direction: column;\n      }\n\n      .item {\n        grid-template-columns: 1fr;\n      }\n    }\n\n    @media print {\n      body {\n        background: white;\n      }\n\n      .control-panel,\n      .filter-row,\n      .toolbar {\n        display: none;\n      }\n\n      .workspace {\n        display: block;\n      }\n\n      .result-panel {\n        box-shadow: none;\n        border: 0;\n      }\n    }\n  <\/style>\n<\/head>\n\n<body>\n  <main class=\"app-shell\">\n    <section class=\"workspace\">\n      <aside class=\"control-panel\" aria-label=\"Checklist inputs\">\n        <div class=\"brand-block\">\n          <p class=\"eyebrow\">Deal Desk<\/p>\n          <h1>Due Diligence Checklist Bot<\/h1>\n          <p>Generate focused business sale diligence checklists by industry, deal shape, and risk profile.<\/p>\n        <\/div>\n\n        <form id=\"checklist-form\" class=\"form-grid\">\n          <label>\n            Industry\n            <select id=\"industry\" name=\"industry\"><\/select>\n          <\/label>\n\n          <label>\n            Deal type\n            <select id=\"dealType\" name=\"dealType\">\n              <option value=\"asset\">Asset purchase<\/option>\n              <option value=\"stock\">Stock or equity purchase<\/option>\n              <option value=\"merger\">Merger or roll-up<\/option>\n              <option value=\"minority\">Minority investment<\/option>\n            <\/select>\n          <\/label>\n\n          <label>\n            Revenue range\n            <select id=\"revenue\" name=\"revenue\">\n              <option value=\"under1m\">Under $1M<\/option>\n              <option value=\"1to10m\" selected>$1M to $10M<\/option>\n              <option value=\"10to50m\">$10M to $50M<\/option>\n              <option value=\"over50m\">Over $50M<\/option>\n            <\/select>\n          <\/label>\n\n          <label>\n            Risk depth\n            <select id=\"depth\" name=\"depth\">\n              <option value=\"quick\">Quick screen<\/option>\n              <option value=\"standard\" selected>Standard diligence<\/option>\n              <option value=\"deep\">Deep diligence<\/option>\n            <\/select>\n          <\/label>\n\n          <label class=\"wide\">\n            Deal context\n            <textarea id=\"context\" name=\"context\" rows=\"5\" placeholder=\"Example: founder-led HVAC company, recurring maintenance contracts, two leased warehouses, seller financing expected\"><\/textarea>\n          <\/label>\n\n          <fieldset class=\"wide option-group\">\n            <legend>Focus areas<\/legend>\n            <label><input type=\"checkbox\" value=\"financial\" checked> Financial<\/label>\n            <label><input type=\"checkbox\" value=\"legal\" checked> Legal<\/label>\n            <label><input type=\"checkbox\" value=\"operations\" checked> Operations<\/label>\n            <label><input type=\"checkbox\" value=\"commercial\" checked> Commercial<\/label>\n            <label><input type=\"checkbox\" value=\"people\"> People<\/label>\n            <label><input type=\"checkbox\" value=\"technology\"> Technology<\/label>\n            <label><input type=\"checkbox\" value=\"regulatory\"> Regulatory<\/label>\n          <\/fieldset>\n\n          <button class=\"primary-action wide\" type=\"submit\">Generate Checklist<\/button>\n        <\/form>\n      <\/aside>\n\n      <section class=\"result-panel\" aria-live=\"polite\">\n        <header class=\"result-header\">\n          <div>\n            <p class=\"eyebrow\">Generated Output<\/p>\n            <h2 id=\"result-title\">Ready for a deal brief<\/h2>\n            <p id=\"result-subtitle\">Choose an industry and generate a checklist to begin.<\/p>\n          <\/div>\n\n          <div class=\"toolbar\" aria-label=\"Checklist actions\">\n            <button id=\"copy-markdown\" type=\"button\">MD<\/button>\n            <button id=\"download-csv\" type=\"button\">CSV<\/button>\n            <button id=\"print-checklist\" type=\"button\">Print<\/button>\n          <\/div>\n        <\/header>\n\n        <div class=\"metrics-row\">\n          <article>\n            <span id=\"metric-count\">0<\/span>\n            <p>Checklist items<\/p>\n          <\/article>\n          <article>\n            <span id=\"metric-priority\">0<\/span>\n            <p>High priority<\/p>\n          <\/article>\n          <article>\n            <span id=\"metric-sections\">0<\/span>\n            <p>Sections<\/p>\n          <\/article>\n        <\/div>\n\n        <div class=\"filter-row\">\n          <label>\n            Search generated checklist\n            <input id=\"search\" type=\"search\" placeholder=\"Filter by document, risk, owner, or keyword\">\n          <\/label>\n\n          <label>\n            Priority\n            <select id=\"priority-filter\">\n              <option value=\"all\">All priorities<\/option>\n              <option value=\"High\">High only<\/option>\n              <option value=\"Medium\">Medium only<\/option>\n              <option value=\"Low\">Low only<\/option>\n            <\/select>\n          <\/label>\n        <\/div>\n\n        <div id=\"checklist-output\" class=\"checklist-output empty-state\">\n          <div class=\"bot-card\">\n            <p class=\"bot-label\">Bot prompt<\/p>\n            <p>Tell me the target industry, deal type, size, and any known risks. I will turn that into an organized diligence checklist with priority, owner, documents, and red flags.<\/p>\n          <\/div>\n        <\/div>\n      <\/section>\n    <\/section>\n  <\/main>\n\n  <script>\n    const industries = [\n      \"HVAC \/ Plumbing \/ Electrical\",\n      \"Real Estate Brokerage\",\n      \"Restaurant \/ Hospitality\",\n      \"Healthcare Practice\",\n      \"Construction\",\n      \"Manufacturing\",\n      \"E-commerce\",\n      \"SaaS \/ Technology\",\n      \"Professional Services\",\n      \"Retail\",\n      \"Transportation \/ Logistics\"\n    ];\n\n    const baseItems = {\n      financial: [\n        [\"High\", \"Quality of earnings review\", \"Buyer CPA \/ Finance\", \"P&L, balance sheet, tax returns, bank statements\", \"Revenue add-backs or owner expenses are not supportable.\"],\n        [\"High\", \"Revenue concentration analysis\", \"Finance\", \"Customer revenue report by month\", \"One customer represents too much revenue.\"],\n        [\"Medium\", \"Working capital review\", \"Finance\", \"AR aging, AP aging, inventory, deferred revenue\", \"Normalized working capital is higher than seller estimate.\"]\n      ],\n      legal: [\n        [\"High\", \"Entity and ownership verification\", \"Buyer attorney\", \"Articles, operating agreement, cap table, good standing\", \"Seller cannot prove clean ownership.\"],\n        [\"High\", \"Contract assignability review\", \"Buyer attorney\", \"Customer contracts, vendor contracts, leases\", \"Key contracts require consent or cannot transfer.\"],\n        [\"Medium\", \"Litigation and claims search\", \"Buyer attorney\", \"Pending claims, demand letters, insurance notices\", \"Undisclosed disputes or threatened claims exist.\"]\n      ],\n      operations: [\n        [\"High\", \"Operating dependency review\", \"Operations lead\", \"SOPs, org chart, owner duties list\", \"Business depends heavily on seller after closing.\"],\n        [\"Medium\", \"Vendor and supplier review\", \"Operations lead\", \"Vendor list, pricing terms, purchase history\", \"Key supplier terms may change after sale.\"],\n        [\"Medium\", \"Asset condition review\", \"Operations lead\", \"Equipment list, maintenance logs, photos\", \"Critical equipment is obsolete or under-maintained.\"]\n      ],\n      commercial: [\n        [\"High\", \"Customer retention review\", \"Commercial lead\", \"Customer list, churn history, contract renewal dates\", \"Customers are informal, non-recurring, or easy to lose.\"],\n        [\"Medium\", \"Market position review\", \"Commercial lead\", \"Competitor list, sales pipeline, marketing reports\", \"Growth claims are not backed by pipeline data.\"],\n        [\"Low\", \"Brand and reputation scan\", \"Commercial lead\", \"Reviews, social pages, BBB profile, complaints\", \"Recent negative reviews point to service issues.\"]\n      ],\n      people: [\n        [\"High\", \"Key employee retention review\", \"HR \/ Buyer\", \"Payroll, employee list, compensation, tenure\", \"Key employees may leave after closing.\"],\n        [\"Medium\", \"Independent contractor classification review\", \"HR \/ Legal\", \"Contractor agreements, payroll records\", \"Workers may be misclassified.\"],\n        [\"Medium\", \"Benefits and PTO liability review\", \"HR \/ Finance\", \"Benefit plans, PTO balances, handbook\", \"Accrued liabilities are not reflected in price.\"]\n      ],\n      technology: [\n        [\"High\", \"System ownership and access review\", \"IT lead\", \"Software list, admin accounts, domains, passwords\", \"Seller does not control critical accounts.\"],\n        [\"Medium\", \"Cybersecurity basic review\", \"IT lead\", \"Security policies, backups, MFA status\", \"No backup, MFA, or access control process exists.\"],\n        [\"Medium\", \"Data migration review\", \"IT lead\", \"CRM, accounting system, POS, databases\", \"Important data cannot be exported cleanly.\"]\n      ],\n      regulatory: [\n        [\"High\", \"License and permit transfer review\", \"Legal \/ Compliance\", \"Licenses, permits, registrations\", \"Required permits cannot transfer to buyer.\"],\n        [\"High\", \"Regulatory compliance review\", \"Compliance\", \"Inspection reports, notices, agency correspondence\", \"Recent violations or open corrective actions exist.\"],\n        [\"Medium\", \"Environmental or safety review\", \"Legal \/ Operations\", \"Safety logs, OSHA records, environmental reports\", \"Property or operations create hidden liability.\"]\n      ]\n    };\n\n    let currentItems = [];\n\n    const industrySelect = document.getElementById(\"industry\");\n    const form = document.getElementById(\"checklist-form\");\n    const output = document.getElementById(\"checklist-output\");\n    const resultTitle = document.getElementById(\"result-title\");\n    const resultSubtitle = document.getElementById(\"result-subtitle\");\n    const searchInput = document.getElementById(\"search\");\n    const priorityFilter = document.getElementById(\"priority-filter\");\n\n    industries.forEach((industry) => {\n      const option = document.createElement(\"option\");\n      option.value = industry;\n      option.textContent = industry;\n      industrySelect.appendChild(option);\n    });\n\n    form.addEventListener(\"submit\", function(event) {\n      event.preventDefault();\n\n      const industry = industrySelect.value;\n      const dealType = document.getElementById(\"dealType\").selectedOptions[0].textContent;\n      const revenue = document.getElementById(\"revenue\").selectedOptions[0].textContent;\n      const depth = document.getElementById(\"depth\").value;\n      const context = document.getElementById(\"context\").value.trim();\n\n      const focusAreas = Array.from(document.querySelectorAll(\".option-group input:checked\"))\n        .map(input => input.value);\n\n      currentItems = buildChecklist(focusAreas, depth, industry, context);\n\n      resultTitle.textContent = `${industry} diligence checklist`;\n      resultSubtitle.textContent = `${dealType} | ${revenue} | ${focusAreas.length} focus areas selected`;\n\n      renderChecklist();\n    });\n\n    searchInput.addEventListener(\"input\", renderChecklist);\n    priorityFilter.addEventListener(\"change\", renderChecklist);\n\n    document.getElementById(\"print-checklist\").addEventListener(\"click\", () => {\n      window.print();\n    });\n\n    document.getElementById(\"copy-markdown\").addEventListener(\"click\", async () => {\n      const markdown = toMarkdown(currentItems);\n      await navigator.clipboard.writeText(markdown || \"No checklist generated yet.\");\n      alert(\"Markdown copied.\");\n    });\n\n    document.getElementById(\"download-csv\").addEventListener(\"click\", () => {\n      const csv = toCSV(currentItems);\n      const blob = new Blob([csv], { type: \"text\/csv\" });\n      const url = URL.createObjectURL(blob);\n      const a = document.createElement(\"a\");\n      a.href = url;\n      a.download = \"due-diligence-checklist.csv\";\n      a.click();\n      URL.revokeObjectURL(url);\n    });\n\n    function buildChecklist(focusAreas, depth, industry, context) {\n      let items = [];\n\n      focusAreas.forEach(area => {\n        const areaItems = baseItems[area] || [];\n        areaItems.forEach(item => {\n          items.push({\n            section: capitalize(area),\n            priority: item[0],\n            title: item[1],\n            owner: item[2],\n            documents: item[3],\n            redFlag: item[4]\n          });\n        });\n      });\n\n      if (industry.includes(\"Real Estate\")) {\n        items.push({\n          section: \"Industry-Specific\",\n          priority: \"High\",\n          title: \"Brokerage license and commission pipeline review\",\n          owner: \"Legal \/ Broker\",\n          documents: \"Broker licenses, pending commission report, agent agreements\",\n          redFlag: \"Commission pipeline is overstated or not collectible.\"\n        });\n      }\n\n      if (industry.includes(\"Restaurant\")) {\n        items.push({\n          section: \"Industry-Specific\",\n          priority: \"High\",\n          title: \"Health inspection and lease review\",\n          owner: \"Legal \/ Operations\",\n          documents: \"Health reports, lease, equipment list, vendor contracts\",\n          redFlag: \"Health violations, unfavorable lease terms, or failing equipment.\"\n        });\n      }\n\n      if (industry.includes(\"SaaS\")) {\n        items.push({\n          section: \"Industry-Specific\",\n          priority: \"High\",\n          title: \"Code, IP, churn, and subscription metrics review\",\n          owner: \"Technology \/ Finance\",\n          documents: \"MRR report, churn report, code repository access, IP assignments\",\n          redFlag: \"IP ownership is unclear or revenue retention is weak.\"\n        });\n      }\n\n      if (context) {\n        items.unshift({\n          section: \"Deal Context\",\n          priority: \"High\",\n          title: \"Validate deal-specific assumptions\",\n          owner: \"Buyer team\",\n          documents: \"Seller disclosures and supporting documents\",\n          redFlag: `Context to verify: ${context}`\n        });\n      }\n\n      if (depth === \"quick\") {\n        return items.filter(item => item.priority === \"High\");\n      }\n\n      if (depth === \"deep\") {\n        items.push(\n          {\n            section: \"Deep Diligence\",\n            priority: \"Medium\",\n            title: \"Post-close integration risk review\",\n            owner: \"Buyer integration lead\",\n            documents: \"Integration plan, transition services plan, systems map\",\n            redFlag: \"Buyer lacks a practical transition plan.\"\n          },\n          {\n            section: \"Deep Diligence\",\n            priority: \"Medium\",\n            title: \"Seller representation and indemnity mapping\",\n            owner: \"Buyer attorney\",\n            documents: \"LOI, purchase agreement draft, disclosure schedules\",\n            redFlag: \"Known risks are not covered by reps, escrows, or indemnities.\"\n          }\n        );\n      }\n\n      return items;\n    }\n\n    function renderChecklist() {\n      const query = searchInput.value.toLowerCase();\n      const priority = priorityFilter.value;\n\n      const filtered = currentItems.filter(item => {\n        const haystack = Object.values(item).join(\" \").toLowerCase();\n        const matchesSearch = haystack.includes(query);\n        const matchesPriority = priority === \"all\" || item.priority === priority;\n        return matchesSearch && matchesPriority;\n      });\n\n      updateMetrics(filtered);\n\n      if (!currentItems.length) {\n        output.innerHTML = `\n          <div class=\"bot-card\">\n            <p class=\"bot-label\">Bot prompt<\/p>\n            <p>Tell me the target industry, deal type, size, and any known 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