HR Due Diligence Checklist
Know exactly what to ask for. 29Bison’s free HR due diligence checklist is built from the request list we use on human capital due diligence for private equity deals and mergers and acquisitions. It sets out 141 document and data requests across 21 categories, and each request comes with plain-language instructions on what the target company should provide.
The checklist covers the full human capital picture:
- Compensation and payroll: incentive plans, change-of-control obligations, commissions, severance and payroll tax filings
- Benefits: health and welfare plans, retirement and deferred compensation, COBRA and benefit administration
- Compliance: OSHA logs, EEO-1 reporting, workers’ compensation and federal contractor status
- Employee relations: complaints, investigations, litigation, EEOC charges and labor agreements
- Workforce data: census files, org charts, contractors, vacancies, leaves of absence and immigration sponsorship
- Policies and operations: handbooks, PTO, screening, time and attendance, HR technology and job architecture
Use it to set up your data room, cut follow-up rounds with the target, and catch people risks before close.
Download the free HR due diligence checklist below and run a more complete, more efficient diligence on your next deal.
