M&A Checklist


The App

Growing any business can be done in lots of ways: organic growth; hard work; acquisition. Acquisition is usually the quickest route to growth and M&AChecklist will ensure that you verify everything that needs verifying before finalizing your offer.

Still unsure? Check the Q&A below.

Overview

Some simple advice aimed at ensuring you take an objective view of any acquisition (its all too easy to look through a mist of excitement!) .

Financials

Generally the most important set of checklist items, this is the longest list and demands your full attention.

Litigation

Whether against you or by you, litigation is always expensive and never predictable - the check list ensures you do not miss anything in this area....

Staff

Often the key asset of a target company and important to any acquisition; the staff checklist covers everything from contracts through remuneration to non-compete.

Products (and/or Services)

Make sure you fully understand the range and scope of products and/or services offered by the target company.

Key features:

    13 sections of key areas

    Each section overview sets tone

    List for each section of things to check

    Optimized for iPhone - use in meetings

    Based on author's experience

    Covers acquisitions and mergers

The screenshots below provide an idea of the comprehensive coverage of M&A Checklist.

Everything you need to know about acquiring or merging with another company!