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

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