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closing checklist for M&A transaction

Pre-Closing Checklist

Verify that all required corporate approvals have been obtained

Confirm that all necessary regulatory approvals have been obtained

Ensure that all necessary consents and waivers have been obtained from third parties

Review and finalize all transaction documents, including the purchase agreement and any ancillary agreements

Confirm that all necessary due diligence has been completed

Verify that all closing conditions have been satisfied

Prepare closing agenda and distribute to all relevant parties

Coordinate with relevant parties to schedule closing date and time

Confirm that all required closing deliverables have been prepared

Review and address any outstanding issues or concerns

Closing Day Checklist

Confirm attendance of all necessary parties, including legal counsel, clients, and representatives from both buyer and seller

Ensure that all relevant closing documents are readily available

Conduct final review of all closing documents for accuracy and completeness

Coordinate execution of closing documents by all parties

Arrange for payment of any necessary closing costs or fees

Verify that all necessary funds have been transferred to the appropriate accounts

Confirm that all necessary filings with regulatory authorities have been completed

Prepare closing checklist and ensure all items are completed

Execute and exchange closing documents, including stock certificates, deeds, and assignments

Obtain necessary signatures and acknowledgments on closing documents

Provide copies of all executed documents to relevant parties

Prepare closing memorandum summarizing key details of the transaction

Post-Closing Checklist

Confirm that all post-closing obligations are understood and being fulfilled

Coordinate any necessary post-closing actions, such as filings or registrations

Address any post-closing disputes or claims that may arise

Review and finalize any necessary post-closing agreements or documents

Update relevant internal records and databases to reflect the completed transaction

Ensure that all necessary post-closing notifications have been made to regulatory authorities, shareholders, and other stakeholders

Coordinate transfer of assets, contracts, and other relevant items to the buyer

Conduct post-closing review to assess the success of the transaction and identify lessons learned

Close out any remaining administrative or logistical tasks related to the transaction

Provide final reports and documentation to clients and other relevant parties

Archive all transaction-related documents and files for future reference and compliance purposes.

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