Finance in Integrations

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In this course we learn how to estimate, budget the finances of an integration. We will address three types of cost estimation, budget submission and three types of synergy savings.

Note that different size businesses will apply different amounts of finance rigor to an integration. Generally smaller integrations are managed less, and large integrations manage finances more closely. It is important that every size integration applies some level financial management. In this learning, we address the spectrum of needs for lower-mid and mid-size acquisition integrations.

Downloads are available:

  • On Materials tab (above)
  • Go to Online, Downloads

Upon successfully passing the course assessment, you will be awarded the Learning Achievement Finance in Integrations. This contributes towards the Certified Acquisition Integration Manager (CAIM) qualification. To review your Learning Achievements go to Online, My Learning Profile

Downloads relevant to this lesson are below. All files can be obtained from the Downloads menu

Cost of Integration discussion
Cost of Integration discussion
Integration Glossary
Integration Glossary
USA Tax implications after an acquisition
USA Tax implications after an acquisition
Managing Cash in M+A – the Treasury role
Managing Cash in M+A – the Treasury role
Integration Budget Template
Integration Budget Template
Finance integration tasklist
Finance integration tasklist

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