United States

M&A Records Intake Assessment Tool


We’ve put this resource together to help records managers who are faced with the challenge of integrating records collections in a merger or acquisition situation.

Using the answers and action items generated by completing this tool will ensure that new collections don’t ensnare your RM program in undue risk, redundant documents, and inconsistent application of standards.

This assessment will help you with:

  • Intake planning: identifying all collections to be acquired
  • Program assessment: standardizing controls across all collections
  • Collection-level audit: identifying gaps
  • Action Plan: action items to address gaps

Just complete the form on the right to receive your free download.