Services

Work with us

Start with the audit. Everything else builds from it. Each option below has one clear next step.

Four Ways to Work With Us

Choose where to start

From a free guide to hands on leadership, in order of commitment.

Free

The M&A Integration Playbook

FreeDelivered to your inbox

For anyone planning or running an acquisition.

  • The 7 phase framework, start to finish
  • Two connected tracks: Transaction and Integration
  • Pro tips from live integrations
Get the free guide
Templates

The M&A Integration Toolkit

$997One time, secure checkout

For teams that want ready to adapt documents.

  • 60+ templates, checklists and trackers
  • Organized by the 7 phases
  • Day 1 checklists, communications package, budget and financial model
See the toolkit
Hands on

Integration Retainer

Scoped on a callFees agreed after we talk

For companies that want integration leadership after the audit.

  • Run the Integration Management Office with you
  • Day 1 readiness sprint
  • Ongoing integration leadership and value tracking
Book a call
Specialty Projects

Scoped work beside an integration

The same experience, applied to the work around a deal. Each project starts with a short call to agree the scope.

Business Development & Deal Advisory

Senior level negotiation for enterprise contracts, partnerships and joint ventures, plus the sales systems behind them.

What's included

Fractional or embedded deal closing, negotiation strategy for multi stakeholder deals, partnership and joint venture support, CRM and sales technology setup, outbound sequence automation, pipeline reporting and sales process documentation.

Scope a project

Separations & Carve-Outs

Splitting a business from its parent: transition services agreements, standalone systems and shared resource separation.

What's included

Carve out planning, transition services agreements, standalone systems, shared resource separation, technology cutover and change communication.

Scope a project

AI Adoption & Change Management

Redesign workflows around new AI tools, train teams and track adoption, using the change approach from M&A integration.

What's included

AI readiness assessment and workflow redesign, change communication planning, team training and adoption tracking, stakeholder alignment and post rollout measurement.

Scope a project

Process & Systems Optimization

Find where operations lose time and money, then fix it with process redesign and automation across the tools you already use.

What's included

Process mapping and bottleneck analysis, workflow automation setup, data synchronization across systems, marketing automation and ongoing process documentation.

Scope a project

Not sure which fits?

Tell us where you are in the process and we'll recommend a starting point.

Book a Call