The following 36 items are listed by Content Data.
Checklists & Questionnaires
Process Integration Checklist
This checklist can be used to facilitate the division of a merging company’s subsidiaries and to evaluate the divisions’...
Subscriber Content
Checklists & Questionnaires
Acquisition Closing Checklist
The purpose of this checklist is to document the activities performed as part of an organization's acquisitions/new busi...
Subscriber Content
Checklists & Questionnaires
Due Diligence Checklist
Use our customizable due diligence checklist to make sure you have a complete financial picture of potential acquisition...
Subscriber Content
Newsletters
10 Keys to Effective Board Oversight of M&A
Based on insights from NACD/Protiviti roundtables and experience serving clients in the M&A space, this issue of Boa...
Subscriber Content
Memos
Merger and Integration Memo
This memo outlines a project to document a company’s finance and accounting processes, as well as to identify the system...
Subscriber Content
Process Flows
Acquisition of Business, Contracting and Revenue Recognition Process Flow
There is pervasive business risk associated when projects are not properly maintained, resulting in revenues that are no...
Subscriber Content
Protiviti Booklets
Guide to Mergers and Acquisitions
In this booklet, we provide a starting point for answering the core questions identified in M&A deals – from due dil...
Subscriber Content
Policies & Procedures
Shareholders’ Equity: Corporate Finance Responsibilities Policy
This sample policy documents the approval process required to incur long-term debt or issue equity to fund major interna...
Subscriber Content
Protiviti Booklets
Internal Auditing Around the World: Volume 5
This booklet profiles 11 successful international companies undergoing significant changes, such as restructuring, merge...
Subscriber Content
Blog
Communicating With Shareholders: What You Need to Know
Communicating with shareholders is about capital – the ability to access either equity or debt at the lowes...
Blog
Guide to Managing Mergers and Acquisitions KPIs
Few things can be as fraught with stress and complication for top executives and business owners as evaluat...
Blog
How Important is Due Diligence to the M&A Process?
There are several key phases of the mergers and acquisitions (M&A) process:Growth/Portfolio strategyDue...