M&A HR Due Diligence Checklist Form
Use this checklist to review workforce structure, employment terms, compensation and benefits, compliance, labor relations, and key HR documents during an M&A diligence process.
Workforce Overview
Company / Legal Entity Reviewed
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Total Employee Count
*
Headcount by Category
*
Employment Terms and Workforce Practices
Employment status distribution
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Primarily full-time employees
Primarily part-time employees
Mixed full-time and part-time
Primarily temporary/contract workers
Other
Employment terms and workforce practices
Employees are subject to written employment contracts
Executives or key employees have special arrangements
Non-standard or atypical employment arrangements exist
Independent contractors are used for core functions
Temporary agency workers are used
Other
Compensation and Benefits Review
Compensation structures in place
Base salary
Hourly pay
Commission
Variable pay
Other
Known unresolved issues or concerns
Compliance, Labor Relations, and Risks
Any active or recent labor disputes or strikes?
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No
Yes, active
Yes, recent
Other
Union representation or collective bargaining agreement in place?
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No
Yes, union representation
Yes, collective bargaining agreement
Other
Pending investigations, claims, or material HR risk items
Overall HR compliance and labor risk level
*
1
2
3
4
5
Submit
Should be Empty: