M&A readiness
Pre-close vendor governance checklist
A transaction-ready guide to assess risk, capture vendor synergy, and protect value before close.
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| # | section | what to do pre-close | owner |
|---|---|---|---|
| 1 | Identify notice requirements, consent rights, pricing resets, termination triggers, and assignment limits across material contracts. | ||
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checklist
deliverable
change-of-control risk register per vendor: notice, consent, rights, timing, and recommended action.
notes
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| 2 | Build one source of truth for vendors, contracts, amendments, SOWs, renewals, and actual spend. | ||
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checklist
deliverable
clean vendor universe: vendor, function, owner, contract status, renewal timeline, and spend baseline.
notes
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| 3 | Map vendors by function and capabilities to expose overlap, redundancy, and consolidation pathways. | ||
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checklist
deliverable
functional vendor map with duplication score, consolidation path, and synergy estimate by category.
notes
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| 4 | Sort vendors by leverage (risk) and fit (future state) to create a ranked action plan. | ||
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checklist
deliverable
prioritized vendor action list with scores, recommended path, and owner.
notes
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| 5 | Notify only when required, at the right time, with a defined negotiation posture. | ||
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checklist
deliverable
notification schedule and comms pack: who, when, why, and approved language.
notes
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| 6 | Build a 12-month vendor calendar so renewals are controlled, not reactive. | ||
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checklist
deliverable
renewal control calendar with critical dates, owner, and decision path.
notes
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| 7 | Validate that vendor risk posture aligns to the buyer’s security, privacy, and compliance requirements. | ||
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checklist
deliverable
risk register and remediation plan with owners, deadlines, and go/no-go calls.
notes
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| 8 | Define target outcomes, leverage, benchmarks, and scripts before any vendor conversation. | ||
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checklist
deliverable
vendor playbook pack: goals, leverage, benchmarks, script, and decision rights.
notes
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| 9 | Convert analysis into a short-term (0–90) and long-term (90–365) vendor action roadmap. | ||
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checklist
deliverable
vendor action roadmap with phases, milestones, owners, and expected value.
notes
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| 10 | Track synergy capture and leakage prevention with clear owners, cadence, and reporting. | ||
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checklist
deliverable
vendor governance dashboard and weekly cadence: decisions, actions, value, and risk.
notes
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