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Financial Due Diligence Information Request List (M&A)   Excel template (XLSX)
$29.00

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Financial Due Diligence Information Request List (M&A) (Excel XLSX)

File Type: Excel template (XLSX)

Top 100 Best Practice $29.00
This checklist is created by a team of former transaction advisors from EY and Grant Thornton who have worked within the M&A Teams of these organization's. This letter serves as a template and has been used on numerous M&A transactions.
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BENEFITS OF DOCUMENT

  1. Provides a comprehensive guide with respect to the relevant information required when undertaking a transaction

DESCRIPTION

This product (Financial Due Diligence Information Request List [M&A]) is an Excel template (XLSX), which you can download immediately upon purchase.

Getting the RIGHT information from clients is one of the most difficult parts of a consultants job. The purpose of the Information Request List is to facilitate the selection of information to be reviewed.

Designing an effective information request list is important to any transaction process. This skill is rarely taught – this list provides a comprehensive guideline to designing the perfect information request list.

•  Cover letter to the client
•  Instructions to the client in completing the information request list
•  Legal information requests which include regulatory, corporate and commercial requests
•  Financial information requests which include balance sheet, income statement, taxation and forward looking requests.

It is advisable to request prioritized information that is specific to the target company. As such, important that the required list is tailored to focus on the specific target company taking into account the scope of the data to be provided, which reflects the specific risks of the transaction.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Financial Due Diligence Information Request List (M&A) Excel (XLSX) Spreadsheet, Corporate Finance 101


$29.00
This checklist is created by a team of former transaction advisors from EY and Grant Thornton who have worked within the M&A Teams of these organization's. This letter serves as a template and has been used on numerous M&A transactions.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 34.3 KB
Number of : 35


ABOUT THE AUTHOR

Author: Corporate Finance 101
Additional documents from author: 37

Corporate Finance 101 consists of ex EY and Grant Thornton consultants who have experience helping professionals across disciplines, with a focus on strategy consulting and transaction advisory.

These documents are prepared to help you increase the impact of your business communication and save you valuable time.

The documents are based upon techniques learned while working at multinational consultancy firms. [read more]

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