This Acquisition Policy sample is designed to empower organizations with a structured approach to evaluating and executing business acquisitions. By providing clear guidelines for due diligence, integration and financial reporting, this resource helps ensure that every acquisition aligns with strategic objectives and regulatory requirements. Its framework streamlines the process and enhances transparency and accountability, making it an indispensable asset for companies looking to expand efficiently and confidently.

This document includes two samples that outline critical stages of the acquisition journey. Sample 1 focuses on the foundational procedures necessary for initiating, vetting and integrating new business ventures, detailing the roles of key committees and compliance standards. Sample 2 offers a robust outline for identifying and qualifying acquisition candidates, emphasizing strategic fit, financial analysis, operational review and market expansion opportunities.

Sample procedures include:

• The Acquisition/Integration Steering Committee will comprise members from Corporate Accounting, Legal, IT, Operations and executive management.
• An acquisition closing checklist will be completed and signed by appropriate personnel to ensure that all items are addressed before execution and to provide evidence that the acquisition process was followed.
• Improved service should be provided to new and existing customers through closer proximity to the customers’ facility and end-use markets.