Post-Acquisition Checklist

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

1yr ago

Post-Acquisition Checklist

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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reply by a searcher 1yr ago
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

reply by a professional 1yr ago
from Villanova University in West Chester, PA, USA

Hi Robert! We actually have a post-acquisition checklist guide that we provide to clients after closing, and we also cover some of the important elements to consider after an acquisition on Episode 10 of our Dealmaking with Laura DiFrancesco podcast, available here redacted.