Acquisition Closing Checklist
Coordinating Legal, Financial and Operational Acquisition Closing Steps
The checklist items included in this tool can be applied to enhance an organization’s acquisitions/new business development process.
The steps covered in this checklist include holding an acquisition/integration steering committee, developing a communication strategy, creating an acquisition planning document, prioritizing acquisition/integration issues and concerns, reviewing systems and integration requirements, performing balance sheet confirmation, evaluating current capital projects, addressing legal concerns, reviewing material contract obligations, preparing and reviewing tangible asset valuation, reviewing insurance matters, reviewing tax considerations for foreign entities, reviewing differences in accounting treatment, reviewing purchasing accounting entries, and assessing intangible assets.