Pre-Closing Checklist for M&A Seller Management

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Often overlooked during deal negotiation, the items on this checklist can prove critical after closing. The various topics highlighted below are explained in the full checklist.

  • Market Data
  • Escrow Bank
  • Contact Information
  • Non-Disclosure Agreements
  • Sales Tax Practices
  • Expense Fund
  • Payments
  • Withholding and Compensation Payments
  • Data Room
  • Surviving Trust or Company
  • Former Directors or Management

Paul Koenig

Chief Executive Officer tel:303-957-2850

Paul is the chief executive officer and co-founder of SRS Acquiom.

Before co-founding SRS Acquiom, Paul was one of the founding partners of Koenig & Oelsner, a Denver-based corporate and business law firm with a strong practice in mergers and acquisitions, securities, and financing transactions. Prior to that, he was an attorney in the Chicago office of Latham & Watkins, and in the Colorado office of Cooley LLP.

Paul has authored numerous articles and is a frequent speaker at industry events. He received his BBA in finance from the University of Iowa and graduated from Northwestern University School of Law.

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