We keep all the due diligence materials for 10 years. The actual purchase or sale agreement and collateral docs are kept permanently — typically we just keep the entire closing binder, but that was because it was a convenient place to find all the related documents. Now that we have a better records management system in place and the individual documents can be found, I may revisit that practice in the next revision to the retention schedule.
Nolene Sherman
[log in to unmask]
> On Apr 19, 2016, at 11:53 AM, Carlo Perez <[log in to unmask]> wrote:
>
> I'd like to hear how other Records Managers handle M&A documents.
> Please advise.
> Carlo Perez
>
> San Diego, CA
> [log in to unmask]
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]