Assess whether IP is owned or merely licensed (5fc4ed)

Situation

The desk packet is post-merger systems-integration risk register after IT diligence showing two ERPs and no chart of accounts map. Integration-risk PMO in a roll-up of three regional service companies has to name IP is owned or Merely licensed for this M&A Due Diligence Legal, IP, and Regulatory file.

Decision

Integration-risk PMO in a roll-up of three regional service companies must choose IP is owned / Merely licensed using post-merger systems-integration risk register after IT diligence showing two ERPs and no chart of accounts map.

Hypotheses to test

• IT diligence showing two ERPs and no chart of accounts map is noise around an already-controlled Legal, IP, and Regulatory process in a roll-up of three regional service companies, given post-merger systems-integration risk register.
• IT diligence showing two ERPs and no chart of accounts map is the event in post-merger systems-integration risk register that forces IP is owned for integration-risk PMO under M&A Due Diligence.
• Post-merger systems-integration risk register shows a one-file miss after IT diligence showing two ERPs and no chart of accounts map, not a Legal, IP, and Regulatory program failure.
• Post-merger systems-integration risk register cannot decide IP is owned or merely licensed yet after IT diligence showing two ERPs and no chart of accounts map; hold is the only M&A Due Diligence close a roll-up of three regional service companies can defend.

Analysis required

• Map reps, earnout mechanics, and integration risk a roll-up of three regional service companies would inherit.
• Tie quality-of-earnings, working-capital, and contingent items in post-merger systems-integration risk register to IP is owned or merely licensed.
• Name the document integration-risk PMO still needs before signing.
• For this M&A Due Diligence Legal, IP, and Regulatory file, read post-merger systems-integration risk register against IT diligence showing two ERPs and no chart of accounts map and write the one fact that would move IP is owned or merely licensed for integration-risk PMO.

Recommendation

Choose IP is owned / Merely licensed on this M&A Due Diligence / Legal, IP, and Regulatory packet (post-merger systems-integration risk register after IT diligence showing two ERPs and no chart of accounts map). Lead with the M&A Due Diligence option post-merger systems-integration risk register can support after IT diligence showing two ERPs and no chart of accounts map, then the two facts that force it, then the Monday action for integration-risk PMO in a roll-up of three regional service companies.