Workflow Templates: Acquisition Integration Checklist

Review and analyze the target company's financial statements for the past five years

Evaluate the quality of earnings report to identify non-recurring revenue or expenses

Perform a thorough analysis of the target company's debt and equity structure

Assess the compatibility of accounting software and systems between the two companies

Develop a plan for integrating and consolidating financial reporting systems

Ensure that the chart of accounts is aligned and able to capture necessary information post-merger

Review the target company's tax filings and assess any potential liabilities

Analyze the tax implications of the acquisition structure and plan accordingly

Ensure continuity of tax attributes such as net operating losses or tax credits

Evaluate the effectiveness of the target company's internal controls over financial reporting

Plan for the integration of internal control environments, ensuring no gaps in coverage

Update or develop new accounting policies and procedures to reflect the combined entity

Assess the impact of the acquisition on existing employment agreements and benefit plans

Align payroll systems and processes to ensure seamless integration

Communicate changes to all affected employees and provide training if necessary

Identify all regulatory reporting requirements resulting from the acquisition

Prepare a timeline and checklist for all required filings and notifications

Coordinate with legal counsel to ensure compliance with securities and other regulations

Acquisition Integration Checklist