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.