Financial Due Diligence Meeting Agendas — Kick-Off and Management Discussion, Five Industries

Description
Ten agendas: a kick-off meeting and a management discussion, each written in five industry versions — General, Healthcare Provider, Construction and Development, Manufacturing and Distribution, and Services and Recurring Revenue.

Between 90 and 160 questions per document, ordered the way the meeting actually runs. The kick-off covers objectives, transaction background, the business, ownership and related parties, the finance function, systems and data availability, management reporting, and the request list. The management discussion covers earnings quality, cost and margin, payroll, non-recurring items, working capital, debt-like items, capital expenditure and the forecast.

THE SECTION MOST AGENDAS ARE MISSING
Where a vendor due diligence report already exists, part of the meeting is an examination of that adviser's work rather than of the business — whether an update was a re-performance or a roll-forward, whether a trial-balance-level databook exists, and for each adjustment whether it was historically tracked or built for the process. That section is in every version.

EACH DOCUMENT CARRIES

• A meta block and a purpose note
• An attendees table
• A numbered contents page
• A follow-ups table
  
  

FORMAT
10 .docx files plus PDFs. Fully editable.
All original material and generic professional practice. No firm names, no client data, nothing proprietary. Yours to use on as many engagements as you like.
From NorthfieldPress.