Does anyone have a closing check and/or Day 1 checklist?

searcher profile

January 28, 2021

by a searcher in Los Angeles, CA, USA

Looking for a list that covers tactical items (set up bank account, update QuickBooks payroll accounts with the state, etc) for an operational transition.


5
12
315
Replies
12
commentor profile
Reply by a professional
from University of Southern California in North Palm Beach, FL, USA
Be sure to confer with your lawyer and accountant about the kinds of issues they've seen go wrong for the kind and size of company you're going to acquire.. That kind of specificity is way more valuable than checklists that try to cover the kitchen sink of possibilities.
commentor profile
Reply by a lender
from California State University, Sacramento in Seattle, WA, USA
Also a shout out for ^redacted‌. I've worked with John for the better part of 20 years. He's a savvy and respected buy-side (among other talents) advisor.
commentor profile
+10 more replies.
Join the discussion