Define the objective
Integration should protect the reason for the acquisition while establishing clear control, reporting and priorities.
- Write the desired outcome
- Set financial limits
- Identify deal breakers
Verify the evidence
Review financial, legal, tax, customer, employee, operational and technology information. Test important claims independently.
- Name integration owners
- Protect customer continuity
- Track expected benefits
Plan the decision and transition
Compare complete terms, downside scenarios, responsibilities and post closing requirements before committing.
- Use independent advisers
- Document material decisions
- Prepare a transition plan
