Human Capital Due Diligence Report
See what a finished human capital due diligence looks like before you start one. This free sample report is based on a 29Bison diligence report prepared for a private equity sponsor on a platform acquisition. All specific information and identifying details have been changed or redacted. It shows how we turn a target company’s HR data into prioritized risks, clear recommendations and an integration plan your deal team can act on.
The report includes:
- Risks and opportunities analysis: every finding rated high, medium or low risk, ranked by timing (pre-close, first 30 days, first 90 days), with a plain-language explanation of the exposure and how to fix it
- 120-day integration roadmap: remediation and integration activities with timing, owners and deliverables
- Data request checklist: the review status and findings for each diligence item, by category
- Benefits summary: plan design, costs, employee and employer contributions, and compliance observations
- Employee census and workforce analysis: headcount, pay, classification and demographic breakdowns
- Handbook assessment: a scored review of the employee handbook against 45 compliance items, with priority fixes
The sample surfaces the kinds of issues that most often affect value after close: FLSA misclassification, I-9 and E-Verify gaps, contractor misclassification, affirmative action and OFCCP compliance, inconsistent timekeeping, and HR systems without employee history.
Download the free sample HR due diligence report and see how 29Bison helps sponsors find people risks before they sign.
