Deal Red Flags Checklist

intermediate

Systematic checklist to identify red flags in business deals before committing.

When to use this:

  • Pre-investment due diligence
  • Evaluating acquisition target
  • Considering major partnership
~12 min8 questions

Framework Details

Category

Financial Decisions

Difficulty

intermediate

Estimated Time

~12 minutes

When to Use This

  • Pre-investment due diligence
  • Evaluating acquisition target
  • Considering major partnership
  • Team is enthusiastic but you're uneasy
  • High-pressure sales tactics

Warning Signs

  • Past auditor/legal relationships that ended badly
  • Frequent executive turnover
  • Litigation history with customers or partners
  • Evasive answers about "why now"
  • References are all from long ago
  • Key person is unusually charismatic (manipulation risk)