Post-Due Diligence Strategic Meeting

Use this template to lead a successful acquisition by conducting a critical analysis process after gathering due diligence documentation.

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Meeting type
Strategic Meeting
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Tone of the meeting

💬 Overview

Provide an overview of the acquisition at stake.

📈 Critical processes analysis

Discuss the following points:

Health and maturity

Weaknesses identified

Corrective actions


💡 Opportunities

What opportunities can be leveraged?

⛔️ Risk mitigation

What risks need to be addressed?

✅ Next steps

What came out of this meeting? What are our next steps?

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