Post-Acquisition Checklist

searcher profile

January 30, 2025

by a searcher from Colorado College in Portland, OR, USA

I’m moving toward closing on a deal, and trying to wrap my head around all the menial handover taks I’m going to encounter post close.

would anyone have an exhaustive list of items I may encounter (with a focus on building services/contracting)?

thanks!

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commentor profile
Reply by a searcher
from Northwestern University in Dallas, TX, USA
I try to bucket them into 6 groups and just drop questions or to-dos into the groups as they come up. But here are the group: Administrative Tasks, Financial Handover, Operational Transition, Technical Handover, Legal and Compliance and Human Resources.

So for example here is a list of to-dos under each of those buckets:

Administrative Tasks: - Transfer of all existing contracts and agreements - Update vendor and subcontractor contact information - Transition insurance policies and bonds - Transfer business licenses and permits - Update tax identification and registration details

Financial Handover: - Reconcile outstanding invoices and accounts receivable - Transfer banking relationships - Update payment systems and vendor payment details - Review existing financial commitments and obligations - Transfer financial reporting and accounting systems

Operational Transition: - Inventory current project portfolios - Transfer ongoing project documentation - Review and transition existing service agreements - Conduct knowledge transfer sessions with key personnel - Update project management and tracking systems

Technical Handover: - Transfer equipment and asset registries - Transition maintenance and service contracts - Update equipment maintenance logs - Transfer technical specifications and blueprints - Transition IT systems and digital infrastructure

Legal and Compliance: - Transfer compliance documentation - Review and transition regulatory compliance records - Update legal entity information - Transfer ongoing litigation or dispute documentation - Review and transition safety and quality management systems

Human Resource Considerations: - Transfer employee records - Update payroll and benefits systems - Transition existing employment contracts - Review and transfer training and certification records - Communicate organizational changes to staff
commentor profile
Reply by a professional
in Jaipur, Rajasthan, India
^redacted‌, I do not have a checklist of things to do post acquisition, other people can provide better input here, but what I can say is I have seen people often revamping the digital presence of the acquired business.

If this is something that would be of your interest, let me know, and I will be happy to help you with the same as I run a full-service digital marketing agency.

Find more about us at www.getcatalyzed.com and drop me an email at redacted if you wish to discuss further.
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