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Post Merger Integration

This document outlines a post integration checklist for a company acquisition that was completed on November 29th, 2005. The checklist covers activities needed across operational, financial, HR, legal and regulatory areas to integrate the acquired company. It includes tasks such as obtaining signed agreements and financial statements, evaluating security and insurance policies, documenting existing systems, updating HR policies and files, obtaining licenses and permits, and identifying any outstanding litigation. The responsibility column indicates who will oversee completing each item on the checklist.

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697 views3 pages

Post Merger Integration

This document outlines a post integration checklist for a company acquisition that was completed on November 29th, 2005. The checklist covers activities needed across operational, financial, HR, legal and regulatory areas to integrate the acquired company. It includes tasks such as obtaining signed agreements and financial statements, evaluating security and insurance policies, documenting existing systems, updating HR policies and files, obtaining licenses and permits, and identifying any outstanding litigation. The responsibility column indicates who will oversee completing each item on the checklist.

Uploaded by

shahid_sl
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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[Company Name] - Post Integration Checklist

POST INTEGRATION CHECK LIST [COMPANY NAME] STATUS AS AT 29th NOVEMBER 2005
Activity 1. Completion of acquisition related activities Obtaining all signed and finalized share purchase, shareholder and management and operational agreements Obtaining all audited financial statements Obtaining acquired companys registration and incorporation forms Issuing a press release Communication Plan on acquisition for internal and external stakeholders (employees, customers, suppliers, regulatory bodies etc) 2. Operational issues Evaluate current security arrangements Evaluate current Insurance policies and requirements Inventory of Fixed Assets, equipment and stocks Assessment of condition of plant and machinery, kitchen equipment etc and their maintenance Establishing proper stock keeping procedures Maintenance of assets Telecommunication links for voice and data Lotus notes connectivity and Intranet access Health & Safety standards a. Fire requirements b. Hygiene and sanitation c. Waste disposal Managing and updating of acquired company website. Revising of letterheads, visiting cards, brochures etc based on Status

Responsibility

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[Company Name] - Post Integration Checklist

JKH Communication guidelines Identifying items that can be sourced through the Group Sourcing initiative Need for staff quarters Identification of immediate capex and operational stocks (such as linen, cutlery /crockery etc) requirements

3. Financial issues Documentation of existing systems and introduction of JKH approved systems and processes Identifying and tracking undisclosed liabilities arising from latest audited accounts Filing of income tax returns Setting up acquired company to meet with financial reporting calendar Evaluating outstanding debtors and sending letters for collection Changing authorized signatories on bank accounts and establishing bank approval limits Finalizing process for un-budgeted cap ex approval Establishing petty cash and foreign exchange floats 4. HR issues Regularisation of letters of appointment JKH HR policies roll out Induction to Group PMS Staff Training Organisation structure update job descriptions for staff Updating of all policies and manuals EPF/ETF documents List of all employees including remuneration benefits

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[Company Name] - Post Integration Checklist

Obtain Employees' personal files 5. Legal and Regulatory Obtain all documents relating to Company Registration such as Memorandum of Articles, Board Resolutions, Power of Attorney, BOI Certificate of Registration and Certificate of Incorporation. Obtaining certificate of conformity (COC) and all other relevant licenses and regulations (e.g. - Tourist Board License, Liquor License, Foreign Encashment License, Fire Protection License BOI reporting Requirements Obtaining proprietary documents such as website domain, registrations and trademarks Details of any outstanding litigation

Confidential

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