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Attention: HR professionals who work in Mergers & Acquisitions…

Equip Yourself with The Done-For-You “Due Diligence Toolkit” That Makes the Complex Due Diligence Process Easier

So you can effectively assess the people, leadership, and culture risks in a deal and present your findings to key decision-makers!

Why is THIS Toolkit the only thing you’ll ever need to excel at due diligence for mergers and acquisitions?

The toolkit consists of 12 items and leverages the methodology shared in The HR Practitioner’s Guide to Mergers & Acquisitions Due Diligence.

These tools have been used over the course of nearly 100 merger & acquisition transactions, representing billions of dollars and affecting thousands of employees.

THE PROBLEM

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THE PROBLEM

FEEL CONFIDENT

You can feel confident, knowing the items included in the toolkit will allow you to boldly tackle the challenges that naturally arise during the due diligence process.

anticipate challenges

You’ll be able to identify, assess, and mitigate the most vexing people, leadership, and culture issues that arise during business sales and acquisitions.

FEEL CONFIDENT

You can feel confident, knowing the items included in the toolkit will allow you to boldly tackle the challenges that naturally arise during the due diligence process.

anticipate challenges

You’ll be able to identify, assess, and mitigate the most vexing people, leadership, and culture issues that arise during business sales and acquisitions.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem.

Designed by experienced HR M&A practitioners to be user-friendly and intuitive.

Each tool is aligned with the best HR Merger & Acquisitions book in the industry.

Watch the video with each tool to understand how it fits into the due diligence process.

The toolkit is organized chronologically, so you can jump immediately to the items you need.

All of this means you’re ready to jump into the due diligence process!

Do I really need the Due Diligence Toolkit?

When organizations invest in a merger or acquisition, they go in hoping to beat the odds since 80% of all M&A deals fail to meet their financial objectives.

The question is...

OUR STORY

“Why do most M&A deals fail?”

It's because they don’t have proven procedures to assess the viability of the deal and the ease of integration. And that causes them to make mistakes or bypass critical information that shapes the outcome of the deal.

This toolkit was created by Dr. Klint Kendrick, who has spent the last decade helping companies overcome this staggering failure rate by focusing on how people, leadership, and culture drive M&A deal value.

When you have it, you’ll know exactly what to do to help your company get in front of the people, leadership, and culture issues that will make or break your next deal.

THERE IS A

BETTER WAY.

INTRODUCING...

INTRODUCING: An all-inclusive Toolkit that gives you everything you’ll ever need to do due diligence

The M&A process can feel confusing and complicated, with a lot of different concepts and terms thrown around when a firm chooses to invest millions of dollars in an acquisition.

Instead of spending hours creating your own tools and templates, this toolkit does all the heavy lifting for you.

And allow you to identify, assess, and mitigate the people, leadership, and culture risks in the deal.

WHAT'S INCLUDED

This toolkit contains a dozen items focusing on the first two steps of this process - target screening and formal due diligence.

01.

Target Screening Tool

01. Target Screening Tool

The Target Screening Tool will help you find public information about the potential target company’s people, leadership, and culture.

It’s most effective when used during the target screening phase (prior to LOI)…but if the HR team is not brought into the deal until diligence, this work can be done after the LOI is signed.

This tool is quite helpful as it will help you check each information source, so you can have as much advanced information about the target as possible.

The toolkit will help you more quickly and effectively screen the target company’s people, leadership, and culture.

• Bullet Point Goes Here

Word Document

02.

Target Screening Brief Template

02. Target Screening Brief Template

Once you’ve worked through the Target Screening Tool, you’ll need a way to share your findings.

We’ve found that most organizations communicate their findings using a slide deck, so we’ve provided an editable PowerPoint template.

You just need to edit the doc and fill it with relevant information you’ve gathered on people, leadership, and culture.

Once you’ve filled it out, you’ll be able to share with business leaders, making it easier for them to understand how people, leadership, and culture issues will affect deal value.

Taret Screening Brief Template - Powerpoint

PowerPoint Slides

03.

Sample Letter of Intent (LOI)

03. Sample Letter of Intent (LOI)

If HR provides input into the LOI, there is an opportunity to influence key leader retention and general employment matters.

To ensure HR’s suggestions are meaningful and persuasive, it’s imperative for HR to understand the broader context represented in the LOI.

For this reason, we’ve included a sample LOI in your toolkit with tips provided by Klint Kendrick, Chair of the HR M&A Roundtable.

These tips will help you understand what the LOI is and what it does for people, leadership, and culture in your deal.

PDF Sample

04.

HR Due Diligence Checklist

04. HR Due Diligence Checklist

The HR Due Diligence Checklist includes 43 questions that will help you dive into the six major risk areas that arise in an M&A transaction.

This checklist is the only one built by and for HR professionals.

And since every deal is different, the checklist can be customized to meet the needs of the specific industry, target company, and integration plan contemplated for your deal.

However, intelligently using these questions scrubs out ambiguity and brings clarity, making it easier to understand how HR matters will make or break the deal.

Excel Spreadsheet

05.

Due Diligence Interview Agenda

05. Due Diligence Interview Agenda

Organizations usually set up formal interviews between the buyer’s HR leader and the seller’s HR leader or another executive.

To allow the seller time to prepare for the conversation, the buyer will often provide the questions in advance of the meeting.

This tool quickly provides a detailed list of questions you need answers to.

Word Document

06.

Site Visit Agenda

06. Site Visit Agenda

Site visits are a powerful opportunity to learn more about the target company. Careful observation can provide deep insight into the target company’s people, leadership, and culture.

The included site visit agenda can help you successfully assess the target company on their home turf.

Word Document

07.

Employee Census File

07. Employee Census File

Question 5 in the Due Diligence Checklist is a request for an employee census file.

This file is designed to provide detailed information on the target’s employee population, including compensation and benefits details.

The toolkit includes a comprehensive, editable spreadsheet you can use to gather the employee information that’s most imperative for understanding the target’s workforce

Excel Spreadsheet

08.

Total Rewards Side-by-Side Analysis

08. Total Rewards Side-by-Side Analysis

A total rewards side-by-side allows you to see how the target company’s current compensation, benefits, and perks will align with the post-integration total rewards structure.

HR may need to create several side-by-sides if the target company has multiple operating units with different total rewards schemes, collective bargaining agreements with specific benefits provisions, subsidiaries that they haven’t fully integrated, or international locations.

The template we’ve included focuses on integrating two US-based operating units. However, this tool is easily customizable for multiple scenarios, helping you speak the language of the business – dollars and cents.

Excel Spreadsheet

09.

Post-Diligence Huddle Agenda

09. Post-Diligence Huddle Agenda

When working through the formal due diligence process, it’s common for the buyer to have multiple groups involved with identifying, assessing, and mitigating deal risks.

The post-diligence huddle is designed to ensure the entire deal team is sharing information that could affect the people, leadership, and culture side of the transaction.

The agenda included in this toolkit provides a simple way to lead the post-diligence huddle, deepening your understanding of the target company.

Word Document

10.

Due Diligence Log

10. Due Diligence Log

The Due Diligence Log helps you organize the information you have gathered during your Target Screening and Formal Due Diligence stages.

The log represents the culmination of all the due diligence work you’ve done on your project and lays the foundation for the due diligence report you'll submit at the end of the process.

In other words, it makes it easy for you to present your due diligence findings and earn a place at the M&A table.

Excel Spreadsheet

11.

Risk Assessment Matrix

11. Risk Assessment Matrix

The risk assessment matrix is a project management tool that provides a quick view of a risk's probability and impact.

We’ve provided an editable tool that will allow you to visualize the risks you’ve found during due diligence.

This tool enables you to use the matrix to prioritize your findings and right-size your risk mitigation proposals.

PowerPoint Slides

12.

Due Diligence Report

12. Due Diligence Report

The due diligence report is where you share all of the hard work you’ve done during due diligence.

It’s a multi-page document that provides critical information on people, leadership, and culture. Use this template to share your findings with business sponsors, corporate development, and the integration leader.

We’ve found that most organizations communicate their due diligence findings using a slide deck, so we’ve provided a PowerPoint template for your use.

Simply edit the PowerPoint template, and you’re ready to show HR’s contribution to making the deal successful!

PowerPoint Slides

ARE YOU READY?

How much for the toolkit?

TESTIMONIAL

“QUOTE GOES HERE”

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JOHN AWESOME

Acme, Co.

Think of it as an investment that will allow you to tackle your next transaction with a toolkit that will make HR a more valuable resource to the company, and help you ace your next acquisition.

Target Screening Tool (Value $99)
Target Screening Brief Template (Value $199)
Sample Letter of Intent (Value $49)
HR Due Diligence Checklist (Value $299)
Due Diligence Interview Agenda (Value $149)
Site Visit Agenda (Value $149)

Employee Census File (Value $199)
Total Rewards Side-by-Side Analysis (Value $99)
Post-Diligence Huddle Agenda (Value $49)
Due Diligence Log (Value $199)
Risk Assessment Matrix (Value $149)
Due Diligence Report (Value $199)

Target Screening Tool (Value $99)
Target Screening Brief Template (Value $199)
Sample Letter of Intent (Value $49)
HR Due Diligence Checklist (Value $299)
Due Diligence Interview Agenda (Value $149)
Site Visit Agenda (Value $149)
Employee Census File (Value $199)
Total Rewards Side-by-Side Analysis (Value $99)
Post-Diligence Huddle Agenda (Value $49)
Due Diligence Log (Value $199)
Risk Assessment Matrix (Value $149)
Due Diligence Report (Value $199)

Since this toolkit has everything in it that you’ll ever need to perform due diligence and add value to the business all in one place, we thought about setting its pricing at $799.

However, we don’t want the cost to get in the way of you having this amazing toolkit. That’s why we’ve reduced its price to $298.

Total Value = $1838

~~Regular Price = $799~~

Today’s Price = $997

USE THIS SPACE TO TALK ABOUT A GUARANTEE

IF THEY ARE NOT 100% SATISFIED.

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THEY ARE SAYING

TESTIMONIAL

“QUOTE GOES HERE”

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JOHN AWESOME

Acme, Co.

TESTIMONIAL

“QUOTE GOES HERE”

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem non magna. Sed aliquet leo eget nisl blandit, in efficitur dolor mollis. Sed egestas leo nulla, eget ultricies ex finibus ac. Nullam et dui congue, congue urna in, sollicitudin est. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante.

JANE AWESOME

Acme, Co.

TESTIMONIAL

“QUOTE GOES HERE”

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem non magna. Sed aliquet leo eget nisl blandit, in efficitur dolor mollis. Sed egestas leo nulla, eget ultricies ex finibus ac. Nullam et dui congue, congue urna in, sollicitudin est. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante.

JANE AWESOME

Acme, Co.

RESULTS DRIVEN