ma-closing-checklist
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
Best use case
ma-closing-checklist is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
Teams using ma-closing-checklist should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/ma-closing-checklist/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How ma-closing-checklist Compares
| Feature / Agent | ma-closing-checklist | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# M&A Closing Checklist Generates a party-coded, status-tracked closing checklist for U.S. M&A transactions (stock purchase, asset purchase, or merger). ## Quick Start Confirm before drafting: 1. **Definitive agreement** — executed purchase/merger agreement with disclosure schedules 2. **Structure** — stock purchase, asset purchase, or merger 3. **Parties** — buyer, seller, target (if distinct), escrow agent, counsel 4. **Closing logistics** — date, time/TZ, location or virtual platform 5. **Material contracts** — change-of-control and consent triggers identified 6. **Regulatory profile** — org jurisdictions, HSR thresholds, industry regulators ## Output Format Header: target name, buyer name, closing date/time/TZ/location, version number, distribution date. Party legend (expand as needed): | Code | Party | |------|-------| | BC | Buyer's Counsel | | SC | Seller's Counsel | | B | Buyer | | S | Seller | | EA | Escrow Agent | | CO | Company (if distinct) | Matrix columns: **#** | **Item** | **Party** | **Status** Status flow: `Pending → Draft → Under Review → Executed → Delivered → Complete` ## Checklist Categories ### 1. Corporate Authorizations | # | Item | Party | |---|------|-------| | 1.1 | Good standing certificates — Seller (each org jurisdiction, ≤30 days) | SC | | 1.2 | Good standing certificate — Buyer | BC | | 1.3 | Board resolutions — Seller (approve transaction, authorize signatories) | SC | | 1.4 | Board resolutions — Buyer | BC | | 1.5 | Shareholder/member approval — Seller (if required) | SC | | 1.6 | Consent rights holders — preferred shareholders, option/warrant holders | SC | | 1.7 | Certified org docs — Seller (charter, bylaws/operating agreement) | SC | | 1.8 | Secretary's certificate — Seller (resolutions, org docs, incumbency) | SC | | 1.9 | Secretary's certificate — Buyer | BC | ### 2. Principal Transaction Documents | # | Item | Party | |---|------|-------| | 2.1 | Definitive agreement — final execution with all schedules | SC/BC | | 2.2 | Escrow agreement (amount, duration, claims, release conditions) | SC/BC/EA | | 2.3 | *Asset:* Bill of sale — tangible personal property | SC | | 2.4 | *Asset:* Assignment & assumption — contracts, IP, permits, liabilities | SC/BC | | 2.5 | *Asset:* Deed(s) for owned real property | SC | | 2.6 | *Asset:* IP assignments — patents, trademarks, copyrights, domains | SC | | 2.7 | *Stock/Merger:* Stock certificates or book-entry transfer; ledger update | SC | | 2.8 | *Merger:* Certificate/articles of merger for SOS filing | SC/BC | | 2.9 | Director/officer resignations and replacements | SC/BC | ### 3. Ancillary Agreements | # | Item | Party | |---|------|-------| | 3.1 | Legal opinion — Seller's counsel (authority, enforceability, no conflicts) | SC | | 3.2 | Legal opinion — Buyer's counsel | BC | | 3.3 | Employment/offer letters — key continuing employees | B/BC | | 3.4 | Non-compete/non-solicit — selling shareholders, key personnel | SC/BC | | 3.5 | Transition services agreement | SC/BC | | 3.6 | Ongoing commercial agreements (supply, distribution) if applicable | SC/BC | ### 4. Payoffs & Lien Releases | # | Item | Party | |---|------|-------| | 4.1 | Payoff letters — all indebtedness (exact amount, wire instructions, release commitment) | SC | | 4.2 | UCC-3 termination statements | SC | | 4.3 | Mortgage/deed of trust releases (if applicable) | SC | | 4.4 | Other lien releases | SC | ### 5. Consents & Regulatory Clearances | # | Item | Party | |---|------|-------| | 5.1 | Material contract consents — change-of-control/assignment | SC | | 5.2 | Landlord consents — lease assignments | SC | | 5.3 | Franchisor/licensor approvals (if applicable) | SC | | 5.4 | HSR Act filing — waiting period expiration or early termination | BC/SC | | 5.5 | State antitrust/competition filings (if applicable) | BC/SC | | 5.6 | Industry regulatory approvals (healthcare, financial services, telecom) | BC/SC | | 5.7 | CFIUS/foreign investment review (if applicable) | BC/SC | ### 6. Closing Certificates | # | Item | Party | |---|------|-------| | 6.1 | Officer's certificate — Seller (rep bring-down, covenant compliance) | SC | | 6.2 | Officer's certificate — Buyer (rep bring-down, covenant compliance) | BC | | 6.3 | No-MAC certificate | SC | | 6.4 | IRS Form W-9 — Seller | S | | 6.5 | FIRPTA certificate (IRC §1445) or withholding certificate if foreign seller | S/SC | ### 7. Funds Flow & Settlement | # | Item | Party | |---|------|-------| | 7.1 | Funds flow memo — base price, adjustments, escrow, payoffs, expenses, net proceeds | SC/BC | | 7.2 | Wire instructions — Seller (verbally verified, fraud prevention protocol) | S/SC | | 7.3 | Wire instructions — escrow account (confirmed with EA) | EA | | 7.4 | Closing/settlement statement — complete source-and-use | SC/BC | | 7.5 | Transaction expense allocations per purchase agreement | SC/BC | ### 8. Post-Closing Obligations | # | Item | Party | |---|------|-------| | 8.1 | Merger certificate filed with SOS; effectiveness confirmed | BC/SC | | 8.2 | Press release/announcement (securities law compliance) | B/S | | 8.3 | Required notices — customers, suppliers, landlords, lenders | B/BC | | 8.4 | HSR post-closing notification (if applicable) | BC | | 8.5 | State transfer tax returns and payments | SC/BC | | 8.6 | Bulk sale compliance (if applicable) | SC | | 8.7 | Business license/permit ownership updates | B/BC | | 8.8 | Tax authority notifications — sales tax, payroll registrations | B/BC | | 8.9 | Corporate records update — stock ledger, minute books | BC | | 8.10 | Purchase price allocation (IRC §1060 for asset deals) | SC/BC | ## Critical Checks - **Version every distribution** — all parties must confirm current version - **Flag long-lead items early** — landlord consents, regulatory approvals cannot wait until closing week - **Sequencing** — funds flow memo requires all payoff letters; closing certs require covenant performance - **Wire fraud** — verbal confirmation protocol for all wire instructions; never accept email-only changes - **Legal opinions** — negotiate scope and reliance parties early to avoid closing delays - **Good standing timing** — typically ≤30 days pre-closing; confirm with buyer's counsel and lender - **FIRPTA** — foreign sellers require IRC §1445 withholding [VERIFY current rate]; seller may seek IRS withholding certificate - **Bulk sales** — check UCC Article 6 / state statutes for asset deals [VERIFY applicable states] - **Cross-reference** — tie each item to the specific purchase agreement section - **Jurisdiction** — adapt for state transfer taxes, recording fees, merger statutes, and foreign filings
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