Episode 98: 12 Steps to Survive Due Diligence
About this episode
This episode outlines 12 critical steps for CEOs to navigate the complexities of due diligence in tech M&A.
Due diligence has become tougher, deeper, and more demanding than ever before—especially in today's fast ‑ paced tech M&A and private equity environment. Buyers now apply higher standards, deploy specialized diligence teams, and scrutinize every aspect of your business. In this special report, we walk through 12 critical steps every CEO must take to survive due diligence—and protect deal value. From preparing your data room and managing disclosures to controlling working capital and hiring the right advisors, this video outlines the real ‑ world land mines that derail deals and how experienced sellers avoid them. Whether you're actively pursuing an exit or planning ahead, these best practices will help you meet buyer expectations, maintain leverage, and get through diligence with confidence. Key Takeaways -Due diligence today is not just document review—it's a full ‑ company stress test -Private equity firms now set the gold standard for diligence expectations -Preparation before LOI dramatically improves outcomes and leverage -Poor timing of disclosures can erode trust and kill deals -Working capital surprises are one of the most common last ‑ minute deal breakers -Strong…
More episodes of The Tech M&A Podcast
- Episode 100: Inside the Deal with Seth Freedman
- Episode 99: Q1 2026 Tech M&A Market Research Report
- Episode 97: Sell For Free Fallout
- Episode 96: Inside the Deal with Brian Allen
- Episode 95: CEOs Who Sold Their Companies Share Real M&A Lessons | 2026 Sellers Panel
- Episode 94: Tech M&A in February 2026: Deal Volume, Valuations & Mega Deal Trends Explained
Explore listener stats, chart rankings, contacts and more on the The Tech M&A Podcast podcast page.