BizAcquir · Practical worksheets

Shopify buyer due-diligence worksheet

Record what you checked, what remains uncertain and the decision it affects. Ask for permitted evidence before a formal commitment.

Print this page or use your browser’s Print → Save as PDF. Download editable CSV · Read the guide

Business reference: ____________________   Prepared on: __________   Period / currency: ____________________

AreaEvidence / questionPeriod or dateFinding / exceptionNext action / owner
FinancialsReconcile net sales, receipts, refunds and expenses; use matching dates and currencies.
TrafficCompare channel and landing-page history; identify paid dependence and branded-search reliance.
CustomersRepeat-order cohorts, discounts, returns and concentration; aggregated data first.
SuppliersConfirm lead times, minimum orders, exclusivity and ability to continue the relationship.
InventoryDated physical count, ownership, unit cost, age, damage and reserved stock.
AppsPurpose, monthly cost, contract owner, export options and transfer conditions.
OwnershipSeller authority over store, brand, content, domain and included contracts.
ObligationsUnfulfilled orders, returns, gift cards, prepaid subscriptions and finance restrictions.
HandoverNamed responsibilities, tests, dates, unresolved conditions and acceptance criteria.

Questions to resolve before agreement

Agreed next steps and responsible person

Keep completed copies private. Do not put passwords, customer lists or personal documents in this worksheet. Blank fields mean not yet checked, not zero or approved.

Preparation aid, not a contract or a valuation. Record agreed treatment in your transaction documents. Updated 25 October 2026.