Completion Checklist – Share and Asset Sales

A working checklist for the run-up to completion and the months after it. Each item shows whether it normally applies to a share sale, an asset sale or both, so sellers, buyers and advisers can see at a glance what is outstanding and who is responsible.

• From signing the heads of terms until the last deferred payment is made
• As the agenda for completion calls with solicitors, accountants and the buyer
• As a record of what was delivered at completion

• Delete items that do not apply and add deal-specific ones
• Put a name against every item and update the “Done / date” column
• Keep the latest version in the data room or shared folder
• “If rel.” means the item applies only in some deals