Labor and Employment Due Diligence Toolkit
This Toolkit is brought to you by AHLA's Labor and Employment Practice Group.
- May 31, 2025
- Tiffany Buckley-Norwood , Trinity Health
- Thomas M. Donohoe , Hall Render Killian Heath & Lyman PC
- Becky Glitman , Trinity Health
Due diligence is a key part of any merger or acquisition process to assess legal and operational risks related to the anticipated relationship so that each side is going into the transaction fully aware of what happens after the deal is done. The past, current, and anticipated future state of labor and employment matters is crucial to determining potentially significant labor and employment liabilities and other issues, including specific transaction tasks or consequences. Ultimately, as each party to the transaction identifies issues, those issues may impact the course of the transaction and negotiations, including modifications to the legal agreements. Thus, it is important to be thorough.
The Due Diligence Checklist aids in the process by giving a list of thought considerations, a template for review notes, and a list of items to request from the party being merged/acquired. It also has a column for notes so that the attorney reviewing the documents later can note any significant issues after the information is received.
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