Long term goals · Build, buy or ally · Component
Acquisition diligence scope
What is examined in a business whose ownership, liabilities and people will pass to the buyer, and what the examination found.
The deliverable
What it is
Partner selection keeps a due diligence record on a counterparty that stays independent and is bound only by contract. Acquisition diligence differs in kind: the buyer takes on the whole company, including its history, liabilities and people, so the scope covers finance, tax, legal, commercial, technology and people together.
Its findings feed directly into price and contract terms. A finding that changes neither has been noted rather than acted on.
One level in
What it is made of
Each element is a constituent part of the component. Follow one to see the attributes it carries.
Scope areas
The areas of the target examined, who leads each, and how far each examination has progressed.
3 attributes: Area · Lead · Status
LearnMaterial findings
What diligence found that affects value or risk, and the effect each finding has on price or terms.
3 attributes: Finding · Price effect · Priority
LearnTransferring liabilities
Obligations that pass to the buyer with ownership — disputes, tax, pensions, contracts — and how each is covered.
3 attributes: Liability · Cover · Estimated exposure
Learn
Give every material finding a consequence in price or terms. A finding with none has been read, not acted on.
The other components in build, buy or ally
Growth mode decision
For one growth move of the business: what it requires, the answers to the mode questions, and the route chosen.
LearnAcquisition case
The reasoning for acquiring a particular business, the value expected from combining it, and the price above which the deal is declined.
LearnIntegration plan
How an acquired business is combined with the buyer: the approach chosen, what is kept separate, and who runs each workstream.
Learn