Transition
Transition Checklist MOVING A PRODUCT LINE Designate a project team to have overall responsibility for assigning or completing this checklist. This team leader becomes the focal point to manage the process Gather and review all outside sourcing documents tied to the bill of materials and determine...
The Deal
The Deal Checklist Have we carefully reviewed both companies’ operating forecasts including methodology and rationale? Have we received a detailed third-party review of the company’s financial statements? Is our revenue pro-forma for the combined organization optimistic or realistic? Are our pro-forma assumptions optimistic or realistic? Have we considered in the...
Qualifying the Candidate
Qualifying the Candidate Checklist During the negotiation process, gather information to qualify the candidate. Before you can discuss a deal in any detail, you will need to answer most of these questions. Is management retention important? If yes, then you are investing in the management team not the...
LOI
LOI Checklist Does the LOI cover all of the points and issues discussed during the negotiation process? Have we reviewed all previous checklists to verify that all those issues have been addressed in the LOI? Does the LOI clearly describe: What we are buying? What we are not...
Due Diligence
Due Diligence Checklist (The Long Form) The following checklist contains information the buyer must obtain about the seller before a comprehensive, accurate analysis of the business can be made. The company: Present legal name Date the company originated State of incorporation List of shareholders Number of shares...
Acquisition Strategy
Acquisition Strategy Checklist What are we trying to accomplish? Is this in concert with our strategic plan and our vision for the future? Will this acquisition strategy help us do that? Will this acquisition strategy lead us to new opportunities? Will this acquisition strategy lead us to new problems or...