Integrating Your Acquired Small or Mid-Size Business
Training for Business Acquirers
3 days of In-Person, Detailed, Relevant, Actionable Learning
Our In Person and Remote training is delivered for a single organization, on an agreed schedule. Classroom training is delivered at any location you select.
Benefit from the shared experience of learning with your colleagues and gain from the freedom to learn, digress and discuss together the best approach for your specific integration.
Who should attend
- Members of the acquisition team, that will find businesses and execute the deal
- Leadership of both the acquiring and acquired businesses
- Member of the Integration Management Office (IMO) team, that will set up and run an acquisition integration
- Members of Human Resources who will lead the Onboarding Team
Custom topics can be commissioned.
Our remote classroom training is written from the ground up to suit the needs of Small and Mid-size Businesses (SMBs). Training should be taken before a deal gathers momentum as acquisition integration begins during the Due Diligence period.
The Path to Certification
Intista offers training, certification and mentoring of those wishing to become certified acquisition integration managers. Our Certified Acquisition Integration Manager (CAIM™) program teaches how to integrate an acquired business and supports them through Integration Mastermind sessions.
You can choose to have certification testing either:
- In the classroom
- Online (using a self-paced environment)
Small and mid-size businesses are different to large businesses, so why integrate them the same way?
Take training designed for your type of business.
What’s included in the CAIM™ program?
Training contains 9 lessons of self-paced on demand content, compatible with all mobile devices
Integration Mastermind is available to all current subscribers
View all topics in detail
Lesson 1: Getting off the Ground
We disclose important considerations before acquiring, discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team.
Lesson 2: Different Ways to Integrate
We look at four broad-category approaches to integrating an acquired small or mid-size business, along with the “Keep Separate” strategy (an approach where no integration takes place).
Lesson 3: The Integration Organization
We explore the teams that plan, manage and deliver the integration. We explain how this temporary organization is structured, within this hierarchy of teams. We describe the roles of the teams, the roles of members, and the qualifications/qualities of the ideal candidates for each role.
Lesson 4: Integration Objectives
Integration Objectives are the initiatives that define the emphasis, or focus areas, for the journey ahead. We learn how to identify those objectives, starting with the reasons for acquiring, formulating the Mission Statement for the journey ahead, and deriving two types of objectives: “Workstream” and “Company-Wide” objectives.
Lesson 5: Staff Retention after an Acquisition
We discuss the Cost of Losing Staff, and introduce the Staff Retention Toolbox. We suggest non-financial and financial incentives for retaining staff.
Lesson 6: Onboarding Acquired Staff
We discuss and review the Onboarding Team and explain how to onboard acquired staff. We outline how to plan a successful program and provide tips for its success.
Lesson 7: Preparing for Day 1
We proposed how to prepare for the acquisition announcement, known as "Day 1" by formulating a checklist of priorities to be addressed. We discuss the logistics of the announcement, and strategic topics to answer the questions that arise at kick-off and continue to come up.
Lesson 8: Communication During Integrations
We explain how communication is critical to the success of an integration. We show you how to identify and communicate with each of your audiences, and how to message to them.
Topics include how to prepare for the "Day 1" announcement, as well as how communication changes and must be sustained through challenging times.
Lesson 9: Creating Acquisition Integration Projects
We discuss how to create and run the hierarchy of projects that will merge together the operations, processes, and technologies of the businesses.
We explain how to combine the reasons for acquiring with Intista's templates, to create projects used to integrate the businesses together.
Integration Mastermind Sessions
Meet online twice per month with integration experts and ask them any questions you may have.
Get the answers you need for your integration from our experts at Intista's Integration Mastermind sessions