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MERGERS-ACQUISITIONS-BASICS4 MIN READ

Sort diligence findings into workstreams

Classify diligence findings into primary workstreams using MECE routing.

Place each diligence finding in the primary workstream that should own the first decision. Commercial Financial Legal People Technology Integration Top five customers represent 44% of ARR Revenue recognition policy changed last quarter Key enterprise contract requires consent on change of control Two engineering leads lack retention agreements Core platform has no documented disaster-recovery test Billing systems cannot be connected before Day 60

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