M&A Integrations

M&A-Integration-Planning

Mergers & Acquisitions

Integration Planning

Once the deal is done, now what?

The first question we ask our Buyers is, What’s your Exit Plan? The second question we ask our Buyers is, What’s your Integration Plan? We incorporate your Integration plan into the deal structure and negotiation.

Transaction Structuring Implications

You’re buying this company for a reason; market expansion, customer base, technology, brand, etc. You want it to cash flow and profit. We talk about that up-front and align the deal structure so you can start profiting upon closing the deal.

Close to Integration Migration

It’s time to shift the focus from acquiring a company to running that company as a stand-alone or within your existing company. We offer a full Project Management solution to ensure what you just bought, Profits!

Mergers & Acquisitions

Project Management

Finance

Financial books need to be integrated. Opening and closing transactions need to be accurate, and it often takes several months before the final numbers are known. We ensure you have those so your books are accurate and you can dependably manage your operations.

Technology

What app do I use? What system? What CRM? What ERP? We’ve got a plan for that and we will work with you decisively and guide your technology integrations and migrations. Whether you have in-house Tech teams, you need us to augment your team, or you need a full-service tech revamp; we can lead you through it.

Operations

What’s the workflow process? Sometimes processes change when acquiring companies. Maybe the company you acquired has a better way that you want to incorporate. Maybe you just need to centralize things. Whatever the process you have chosen to implement, everyone and every system needs to follow it. Whether augmenting your teams or designing it from scratch, we can guide you through it.

Change Management

Who’s responsible for this? Who do I report to? What’s my title, my role, my responsibilities? When you acquire a company there are a lot of people impacted. In the beginning we help you identify key people. Those people are your Change Leaders and they bring everyone else onboard to the changes you’re rolling out. We help those Change Leaders accomplish that challenging task effectively and efficiently.

projectmanagement