HR Due Diligence Playbook

Involving human resources from the very start, and getting a clear understanding of the company’s culture and people can save you time and money. This template acts as a guide for common HR and cultural diligence requests. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Comprehensive HR review
  Evaluate employee agreements, compensation structures, and compliance documentation to identify risks before closing.
• Retention and culture insights
  Assess turnover trends, engagement scores, and leadership alignment to anticipate integration challenges.
• Centralized collaboration
  Share updates with HR, finance, and legal teams in one workspace—track progress, comment on findings, and upload supporting files.
• Built-in documentation
  Keep every approval and note linked to its request for clear audit trails and seamless reporting.

After diligence, continue your planning with the Post-Merger Integration Checklist, or explore sector-specific considerations in the Healthcare Due Diligence Checklist.

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