Checklist: Change of Institutional Control
Why Read This
This checklist provides detailed guidance on implementing changes of institutional control, including mergers, consolidations, and asset transfers. It is part of a series of checklists that accompanies UE’s Guide to Manage Risks Associated With Program Change and can be used in conjunction with the checklist on general planning for all program changes.
- Steps and considerations for preliminary assessment and planning for the proposed change
- How to plan and prepare a transaction agreement
- Critical actions to take before closing a change of control transaction