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.