Merger and Acquisition Checklist Form
Please complete the following checklist for the merger and acquisition process.
Company Name
*
Date of Merger/Acquisition
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Due Diligence Completed?
*
Yes
No
In Progress
Financial Statements Reviewed?
*
Yes
No
In Progress
Legal Documents Reviewed?
*
Yes
No
In Progress
Employee Contracts Reviewed?
*
Yes
No
In Progress
Intellectual Property Reviewed?
*
Yes
No
In Progress
Regulatory Approvals Obtained?
*
Yes
No
In Progress
Integration Plan Developed?
*
Yes
No
In Progress
Additional Notes
*
Submit
Should be Empty: