Workflow Templates: Post-Merger Audit Checklist

Reconcile the acquired company's financial statements with your own.

Ensure consistency in accounting policies and procedures.

Review and adjust historical financial statements for comparability.

Assess the effectiveness of current internal controls.

Identify any internal control deficiencies or redundancies post-merger.

Implement necessary changes to the internal control systems.

Verify compliance with tax laws and regulations for all entities involved.

Review tax strategies and structures for efficiency post-merger.

Integrate tax planning and reporting processes of the combined entity.

Evaluate the efficiency of combined operational processes.

Identify areas of operational overlap and potential cost savings.

Align operational policies and procedures between merging entities.

Review compatibility and integration of information systems.

Ensure data integrity and security during systems integration.

Plan for future IT infrastructure needs and scalability.

Confirm all legal entities are properly structured and registered.

Review contractual obligations and liabilities of the combined entity.

Ensure compliance with all relevant laws and regulations post-merger.

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Post-Merger Audit Checklist