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M&A BUYER DUE DILIGENCE CHECKLIST - Smartsheet Inc.
www.smartsheet.comSummary of incentive plans or bonus plans for management not noted in the IRS 409A verification, and for other modes of non-cash management compensation The likelihood of needing to comply with IRS section 280G (golden parachute) regulations as related to potential acquisitions Three years of actuary reports Summary of labor conflict
20.1 Due Diligence Checklist for Acquisition of a Private ...
www.allbusiness.comFeb 20, 2015 · (7) Summary of employee benefits and copies of any pension, profit sharing, deferred compensation and retirement plans. (8) Summary of management incentive or bonus plans not included in (7) above, as well as other non-cash forms of compensation. (9) Confidentiality agreements with employees.