Post-Acquisition Checklist
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!
from Northwestern University in Dallas, TX, USA
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
from Villanova University in West Chester, PA, USA