Business Integration Plan
Deal teams will be hit with a deluge of tasks the moment a deal is signed.General tendency is to divide up activities and get to work.Maximizing deal value begins in the earliest stages.While smooth integration expands the value potential of M&A, if teams are executing on a deal that is simply incompatible, the value won’t be realized, regardless of how defined integration processes are.It is recommended to have clear and detailed instructions with ready-made forms and templates available to the both the acquired and acquiring entity teams on Day One.Building on the idea of standard success factors, deal objectives need to be clearly established and communicated.As well, it is where companies will practically assess their pre-purchase phase findings and build relationships with acquired entity leadership, employees and key customers.Information transfer or issue tracking from the acquisition team to the integration team is often incomplete.
Deal-closing timelines and integration targets are ambitiously short – and increasingly happening across dispersed operations and business lines.
Instead, teams need to work from a prioritized list of activities and establish coordinated action plans to make sure they are working the Instead of trying to brainstorm likely tasks across all relevant business areas, consider beginning with Midaxo’s merger integration checklist.
This resource captures key PMI activities across all areas of integration concern and can support immediate sequencing and prioritization.
These are posed before every opportunity that enters the M&A pipeline and assess the ultimate integration and value potential of a target.
This basic assessment may disqualify opportunities before they undergo further due diligence because synergies are just too illusive.