Operational Due Diligence
Site visits, key customer calls, supplier reference, and process audit.
What's Included
Financial DD tells you what happened. Operational DD tells you whether it can continue without the current owner.
Our operational DD covers: - On-site visits to operations, locations, and key facilities - Process documentation review (SOPs, training, manuals) - Key customer interviews (with seller permission, confidentially) - Top supplier reference checks and contract review - Equipment, vehicle, and asset condition assessment - Software, IT systems, and cyber readiness - Employee org chart, key-person risk, retention plan - Compliance: WorkSafeBC, health, environmental, licensing
You learn what really runs the business — and whether it survives without the seller in the building.
Key Benefits
Identify key-person risk before closing
Customer and supplier concentration verified
Equipment condition reflected in price
Compliance gaps surfaced (WorkSafeBC, env, health)
Realistic transition plan informed by reality
Available in These Packages
Related Diligence Services
More services in the same M&A lifecycle stage.
Financial Review
Review financial statements, sales trends, key risks, and growth potential before deep due diligence.
Business Valuation
Defensible valuation of the target using SDE, EBITDA multiple, and DCF — calibrated to Canadian comps.
Due Diligence
Coordinate accountants, lawyers, and specialists through 30-60 day deep diligence.
Legal Diligence
Coordinate Canadian M&A lawyers on contracts, leases, employees, IP, and corporate cleanup.