Due Diligence Prior to Mergers & Acquisitions

Findley helps organizations perform HR due diligence in areas that can impact the terms of a merger or acquisition including financial issues related to:

  • Retirement and benefit plans
  • Compensation structures and executive contracts
  • Cultural fit
  • Vendor contracts
  • Areas of risk
  • Technologies

Thorough Due Diligence under Fast-Paced Deadlines

To keep a deal moving forward, our consultants quickly identify potential issues.  We respect that while HR due diligence is necessary, the findings may not make or break a deal unless there are significant financial implications. Our goal is to perform thorough and meaningful due diligence while meeting fast-paced deadlines.

Findley’s Process

During the due diligence process, Findley works in tandem with accountants and legal teams to provide well-rounded insights that can be addressed from a tax, legal, and financial perspective. Areas of due diligence include:

  • Defined benefit plans
  • Defined contribution plans
  • Nonqualified plans
  • Short-term and long-term incentive plans
  • Employment contracts and change of control provisions
  • Deferred compensation
  • Health and group benefits
  • Compensation
  • Compliance
  • Culture and HR delivery / structure
  • HR technologies
  • Vendor contracts and provisions
  • Special provisions—union contracts, legacy layoff or termination agreements, disability, etc.