Does anyone have a post-close integration checklist to share

searcher profile

July 11, 2022

by a searcher from Pennsylvania State University in New York, NY, USA

Hi All,

Does anyone have an exhaustive post-close integration checklist (for an asset sale) that they can share or point me in the direction of an old post or any other free resources? Thanks in advance.

For example: License transfers, Insurance, Title transfer for any vehicles, Phone/ Internet / Utilities, Building lease, Banking (set up bank account, get debit and credit card, get a void check, set up wire and ach transfers), Payroll provider, Vendor / supplier change of control, Customer contracts, Merchant / payment processor changes. etc.

0
2
86
Replies
2
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 professional
from Bentley College in Miami, FL, USA
Here's a good resource: https://www.mergerintegration.com/post-merger-integration-checklists
Join the discussion