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BENEFITS OF DOCUMENT

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

DOCUMENT DESCRIPTION

Getting the RIGHT information from clients is one of the most difficult parts of a consultants job.

Designing an effective information request list is important to any transaction process. This skill is rarely taught - this list provides a comprehensive guide 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.

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Source: Comprehensive Due Diligence Information Request List (M&A) Excel document

 
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Comprehensive Due Diligence Information Request List (M&A)

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File Type: Excel (xlsx)

File Size: 34.3 KB

Number of Tabs: 35

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Initial upload date (first version): Apr 5, 2019
Most recent version published: Dec 27, 2019

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