How to Prepare for a Due Diligence Review by Investors, Potential Licensees, and Buyers (with a Little IP Sprinkled In)

Posted on April 8, 2026

April 15, 2026 2:30 – 4:00 p.m. EST

John W. Boger, Partner, Heslin Rothenberg Farley Mesiti

This presentation will outline the many steps that a company should take to best prepare for a corporate due diligence review from both the buyer/investor/licensee and seller/licensor perspective. The discussion will focus on how a company can proactively position itself to cover the many corporate areas that will be reviewed and investigated. From the seller perspective, the presentation will outline what a company can do to best present the value of its assets, including its intellectual property and research and development activities. From a buyer perspective, the discussion will focus on the critical corporate areas that require investigation to mitigate downstream risk post-transaction closure. A checklist that can be used as a guide when either preparing for or undertaking a due diligence review will be shared with all participants.

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