A due diligence report from Meo Advisors has three parts: a 100-day value creation and hardening plan, a prioritized risk register and a scorecard. Every item traces to evidence, names an owner and says how you will know it worked. The samples on this page are illustrative mocks, with no engagement data.
In short
- A 100-day plan with value creation and hardening side by side.
- A prioritized risk register: likelihood, impact, owner, evidence and a counsel flag.
- A scorecard: measures with a counting rule, a dated baseline and an owner.
How do I write a due diligence report?
Start from the decisions it must support, not from a template. Each finding should carry its evidence, a score, an owner and the fix, and the report should say plainly what the evidence could not show.
What we deliver
Our Diligence Deliverable: The 100-Day Actionable Value Creation Plan, Hardening Process, & Prioritized Risk Register
The same structure works for a technology due diligence report, a cybersecurity report or a full outside-in review: the areas change, the three documents do not. The areas are set out in private equity due diligence.
How to do a due diligence report?
Ours ends in a plan you can run. The 100-day plan puts value creation and hardening side by side, ordered by score.
Value creation is plan work that grows revenue or margin.
Hardening is plan work that closes risks that could cost value.
| Plan row | Days 0–30 | Days 31–60 | Days 61–100 |
|---|---|---|---|
| Value creation | |||
| Revenue and CX | After-hours call routing | Timed follow-up | Scale what converts |
| Marketing | Fix listings and tracking | Get cited in AI answers | Shift paid budget |
| Hardening | |||
| Technology and security | Close exposed services | Fix shared templates | Retire duplicate tools |
| Compliance | Lead-form consent wording | Top-page accessibility | Counsel-reviewed policies |
The windows are an example structure, not a fixed method. See the 100-day value creation plan for how items are chosen and ordered.
What is a red flag due diligence report?
It is the top of the risk register: the findings that could change price or terms, with the evidence behind each.
| Risk | Likelihood | Impact | Owner |
|---|---|---|---|
| Lead-form consent wording | High | High | Marketing lead |
| Exposed admin login | Medium | High | IT lead |
What does each risk in the register include?
A likelihood, an impact, an owner, the evidence and a counsel flag where the question is legal.
| Column | What it records |
|---|---|
| Risk | The finding, in one line |
| Likelihood | High, medium or low |
| Impact | High, medium or low |
| Owner | The role that fixes it |
| Evidence | Screenshots, page copy, timed tests or records |
| Counsel flag | Set when the finding turns on how a law applies |
A scorecard lists measures with a counting rule, a dated baseline and an owner.
| Measure | Baseline | Owner |
|---|---|---|
| Answer rate, all calls | Blank until measured | Operations lead |
What do I get for a $15–50K deep dive?
Deep-dive diligence costs $15–50K, depending on depth and the areas covered. You get all three documents for the areas in scope, and a readout with the deal team.
- Marketing and CX: partial readout within hours, initial audit in 24–72 hours.
- Technology and cybersecurity: the outside view first, then what needs authorized access.
- Compliance: ranked risks, with legal questions flagged for counsel.
A technology deep dive adds a stack map and an access request list; see technology due diligence. Full price steps are on pricing.
Build the working risk register
The risk register template provides the risk, likelihood, impact, owner, evidence and counsel flag columns in ungated HTML and CSV. Replace its illustrative rows with supported findings.
Meo Advisors Editorial writes and maintains this page. Its numbers are Meo Advisors’ own statements or cited external benchmarks, and every mock is labelled Illustrative. See the editorial policy and corrections process.