More than 60 ready-to-adapt documents, including templates, checklists, trackers and decks, covering every phase of an acquisition on both the Transaction and Integration tracks.
Built from real integration work across 25+ acquisitions, not theory.
The free guide explains the framework. The toolkit is the working set of documents your team uses to run it.
Evaluation model, screening templates and Phase 1 steering materials.
Master diligence checklist by function, report templates, issues and risk log.
Day 1 project charter and plan, asset and share Day 1 checklists, budget and KPI templates.
Day 1 playbook workbook, closing checklists, and the full communications package.
Hourly schedule, action log, Special Update notice and employee event agenda.
Post Day 1 checklists by function and the steering team review template.
Post-acquisition review and multi-deal scorecard.
Most teams do not decide to skip integration planning. They simply start from a blank page, late, and under pressure. That is where the cost sits.
More than 60 documents, from diligence checklists to the Day 1 hourly schedule. Even at two hours each, that is well over 120 hours of senior time before the first deal benefits.
Experienced integration advisors typically bill by the hour or day. Commissioning a comparable set of documents from scratch costs many times the price of the toolkit, and takes weeks.
A missed Day 1 item, such as banking access, payroll or a customer letter, costs far more than a template. The expensive failures are the ones nobody planned for.
Time estimates are illustrative and vary by team and deal.
The toolkit is built from real work across 25+ acquisitions. Every checklist item exists because something went wrong, or nearly did, on a live deal. You start with a tested structure and adapt it, instead of discovering the gaps one deal at a time.
Start planning the day you decide to move, not weeks later.
Fewer surprises on Day 1, because the checklists cover what teams usually forget.
One structure for every deal, so results can be compared and improved.
Transaction and Integration work planned together, from the first phase.
A consistent structure for evaluating and handing off every deal.
A portfolio-wide integration standard for operating partners.
A running start for the Integration Management Office, instead of a blank page.
Checklists for finance, IT, people, legal and operations.
Book a call to talk through your deal, or ask about an Integration Readiness Audit.
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