---
title: "Writing your diligence report, Due Diligence Deep Dive"
url: https://poolroutemarketplace.com/learn/due-diligence/diligence-report-writeup
description: "A diligence report is a 5–10 page internal document you write *for yourself* at the end of the diligence period. Most buyers skip it, and then forget half of wh"
lang: en
---

# Writing your diligence report

Lesson 12 of 12 · 8 min read

A diligence report is a 5–10 page internal document you write *for yourself* at the end of the diligence period. Most buyers skip it, and then forget half of what they learned by closing day. Don't be that buyer.

**Section 1: Deal summary.** Asking price, your offer, key terms (financing, escrow, transition window), seller motivation, who's on the buyer side (CPA, lawyer, lender).

**Section 2: Financial picture.** Trailing 12-month revenue (verified from bank), recurring %, average ticket, gross margin estimate, net margin estimate, your conservative re-underwrite. List every adjustment you made and why.

**Section 3: Customer base.** Account count, tenure histogram, concentration risk (top 5/10 accounts and their %), churn last 24 months, results of customer interviews.

**Section 4: Operations.** Density assessment (with map), tech situation, equipment condition, software stack, SOPs.

**Section 5: Risks.** Every concern, big or small. Concentration, weather, regulatory, key tech, lease/non-compete on the seller, anything weird in the books. Score each: low / medium / high. Add a mitigation for each.

**Section 6: First-90-day plan.** What you'll do operationally before close, on close day, and in the first 30 / 60 / 90 days. Customer letters, software setup, ride-along schedule, etc.

**Section 7: Go / no-go.** A one-paragraph honest assessment. If you wouldn't write this paragraph confidently, you're not ready to close.

Re-read the report 7 days after writing. Anything that still feels uncertain is your final negotiation list, or your reason to walk.

## Quick check

\1. Why write a diligence report just for yourself?

\2. What goes in the risks section?

\3. What does re-reading the report a week later reveal?

\4. Why write a diligence report for yourself?

\5. What goes in the risks section?

\6. Order the sections of a strong diligence report.

1. 1 Financial verification findings
2. 2 Risks, mitigations, and conditions to close
3. 3 Executive summary & deal recommendation
4. 4 Customer & route findings

Earn 42 points

Mark this lesson complete

← Previous lesson: https://poolroutemarketplace.com/learn/due-diligence/technology-and-data-diligence

## Structured data

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```