Acquisition Integration Setup

Turning the strategy into a plan of action

What’s involved in an acquisition integration set up?

Preparation is the Key to Success

This engagement includes access to Certified Acquisition Integration Manager program for up to 5 team members

Cross-Functional Dependencies

Bringing together two businesses is a collection of numerous separate projects, many of which are dependent upon others.

Each team or department has a list of action items with varying priorities, and many have cross functional dependencies. It can get complex, quickly

Creating the Plan

We develop the high level plan from your strategy, working with the managers who will carry out the tasks that bring the systems, processes, people and cultures of the businesses together. The end product is a custom program of projects to be executed

10 Day Engagement

We dedicate ten days to your business:

  • Defining integration objectives
  • Team selection: IMO, Communications, Onboarding, Staff Retention and Workstreams
  • Needs analysis, setting priorities
  • Onboarding and staff retention preparation
  • Task list development
  • Day One preparation
  • Status meeting structure, tools
  • Reporting hierarchy

Key Features of the Integration Set Up

Ensuring that the plan you have is realistic and achievable

If you are new to acquiring, or it has been a while since your last acquisition, we can set up your custom integration program, leaving you more prepared to efficiently merge your businesses

Integration Setup

Integration Objectives

The key and workstream objectives for the integration are directly related to the reasons you’re acquiring the business. We’ll use these to define the highest level of the integration plan

Day 1 Preparation

We’ll review your priorities for Day 1, the planning for the big event, the preparation, who’s involved, and typical Must Do and Can Defer activities

The Integration Management Office (IMO)

The IMO is responsible for delivering the integration. We’ll work with them to review the objectives, identify who should carry out the integration in the teams, and discuss the role of the IMO with regards the newly acquired

Communication

An open secret about integration success is the quality of the communication. In the Integration Health Check we’ll go over the communication plan

Tools and Meetings

There can be between 200 and 1000 projects required to integrate an acquired small business. We’ll review the tracking tools and how they’ll be used, and who will be using them across the business after the acquisition is completed

Team Plans First Draft

We will guide the teams in creating their project charters, from which the detailed plan evolves

See the Nuances

Able to see immediately the nuances of what was being proposed… I would rank Steve as one of the top 4 or 5 client contacts I've worked with in terms of his insight, his intellect and his personality.

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Bud Benscoter Owner

Solve Any Problem

Our No.1 point of contact who knew how to solve any problem. Despite being on another continent Steve went out of his way to help us. Organised, efficient, friendly, and helpful.

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Dan Cutler

Value Beyond the Scope

They were very responsive to my needs and gave added value beyond the scope I requested, finding gaps that we didn't realize were there. The attitude, support and professionalism were outstanding. We would have no hesitation in asking them back for future projects.

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Samuel Bronstein CEO

A Huge Positive Difference

Extremely organized, detail-oriented, thorough, timely, and importantly... made a huge positive difference on many occasions, helping to gain loyalty, bridge differences, and get newly acquired companies up and running

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Linda Peduto Facilities Manager

Made for a Better Culture

Able to assume solutions many times before problems occur and can remain collected. …also quickly made personal relationships with members of both companies and helped to integrate them by learning process and introducing counterparts. It not only made for a better culture, but a smoother run in streamlining both lines of business.

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Lauren Mink Purchasing and Facilities Management

Dedicated to Success

Dedication to the success of our team were second to none. [An] expert in setting up procedures to accomplish complex tasks, and his follow through was a key factor in the success of our acquisition integration process.

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Mike Markovitz

Holistic Thinking

Really appreciate your dedication, professionalism, hard work and holistic thinking.

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Wyatt Campbell COO
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