Free Finance Mergers & Acquisitions Deal Structuring Checklist Template

FINANCE MERGERS & ACQUISITIONS DEAL STRUCTURING CHECKLIST

Ensure that every step is followed and check the corresponding box once a task is completed.

Preparation Phase

  • Identify Target Businesses

  • Due Diligence Review

  • Analyze Financial Statements

  • Assess Target's Business Strategy

Negotiation Phase

  • Determine Deal Structure

  • Establish Purchase Price

  • Agree on Payment Terms

  • Resolve Post-Closing Adjustments

Closing Phase

  • Execute Definitive Agreement

  • Obtain Required Approvals

  • Complete Deal Closing

Post-Deal Integration Phase

  • Implement Business Integration Strategy

  • Communicate Changes to Stakeholders

  • Monitor Performance against Defined KPIs

Prepared by: [Your Name]