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Mergers and Acquisitions

Mergers and Acquisitions Checklist

Congratulations! Whether you’re preparing to merge or to sell your business, the M&A process is one worth celebrating.

In order to make the most out of this next big step, you’ll want to provide your potential acquisitor with the proper documentation for your business. In doing so, you will be setting yourself up for the best odds of success, and the biggest payday.

When you use Vault Rooms, Inc. to construct your M&A documentation profile, we make organizing a breeze. Vault Rooms has years of experience facilitating our clients’ mergers, acquisitions, and other file storage needs.


In as many or few words as you’d like, outline the purpose and mission of your company. Where have you been and where are you going? What assets does your company have that make it stand out? If you had to narrow your company down to its most valuable aspects, list them with as much glamour as you can.


This is the most obvious thing that you will include in any M&A file portal, but many companies get it wrong. The more professional this section looks, the better your prospects will be, and getting finance sections right is where Vault Rooms excels.

Make use of top sheets and cover sheets when listing yearly reports. Summarize your content wherever possible, since you want your buyer to be able to interpret it as easily as possible. At the same time, be extensive in describing your financial history, and leave no stone unturned.

Important files to include in your financial section are monthly/quarterly profit reports, any audit results from third party accountants, and company bank account information and status.


At the same time, ensure that your company’s tax information is readily available, and that you have a clear way to show existing loans, payments, and tax credits.

Have each tax return filed in proper order, and include all added and necessary documentation for those returns.


A potential buyer will want to know everything about how your business runs, and the most important part of any company is its employees. Without disclosing private HR information, have data available for each employee on the team, as well as what those employees bring to the company.

Make sure your buyer knows current salary levels, benefits, and stock options for each employee, as well as their titles, achievements, and their openness to placement within a new organization.


Whether or not your business is being purchased for its assets, it’s strictly important that your assets are readily available to review at time of sale. Assets are the one part of the business equation that isn’t dependent on future uncertainty, so make sure you’re getting the full bang for your buck when you sell them with your company.

Asset documentation will include building liens and deeds, product inventories, and equipment ownership, but can also include intellectual property, digital property, cash availability, and special relationships to suppliers.


This section ties together sections 1 and 2, primarily showing what direction the company is headed. Who are the major customers in your business structure? What do you offer your industry in the near future? Answer questions like these, and tie together the previous section information for a buyer to review.

And, what have others said about your company? Show good reviews from the press, other companies, or even Yelp reviews if it’s applicable.

Secure Digital Vault Rooms | The only way to properly do M&A

Show your potential new business partner, buyer, or owner that you deserve their best offer. And trust Vault Rooms to deliver you that organization and success.

Whether it’s our commitment to 24/7 file search support, existing M&A framework profiles, or heightened security measures, Vault Rooms are your choice for completing your M&A transaction, and are well worth the investment.