Templates, trackers & dashboards

The M&A integration toolkit that actually survives contact with Day 1.

Get the toolkit from £199 See what's inside  ›

Instant download  ·  30-day money-back guarantee  ·  Built on £300m+ of live deals

Pre-close Charter, RACI and workstream leads agreed before the clock starts
Day 1 Readiness checklist, comms plan and the announcement that lands
Day 30 Risks rated, retention conversations done, synergies tracked
Day 100 Board dashboard, value banked, lessons captured

See it before you buy

The dashboard your steering committee actually reads.

  • Auto-fed, not re-typed - the dashboard pulls from the same workbook as your trackers
  • RAG logic built in - statuses shift automatically as due dates pass
  • Board View included - drop the file into a browser and present it as this page, no Excel on screen
Try the live Board View  › See what else is inside  ›
Board_Dashboard.xlsx
Synergies YTD£2.5m
Programme complete65%
Red workstreams1
Key talent retained97%
Workstream progress
Governance
85%
Comms
78%
IT & Systems
35%
Day 30 reviewComplete
Combined org design approvedIn progress
ERP migration plan finalisedAt risk

Real figures from the worked example inside the toolkit. Open the full Board View ›

Pick your pack.

One-time purchase, no subscription. Every pack is editable, brandable, and delivered instantly, with neutral terminology that works either side of the Atlantic.

Core £199 Run a single integration, end to end Includes
  • 16 templates covering the full lifecycle - charter, plan, risk log, synergy tracker, dashboard & more
  • Every file pre-populated with a worked example, not a blank grid
  • Core formula set built in
  • Instant download, yours to keep - no subscription
Buy - £199
Most popular Pro £499 For leads who live in these files daily Everything in Core, plus
  • 3 additional heavyweight workbooks - Governance Log, Value Tracker, Engagement Pack
  • 1,500+ working formulas and advanced auto-fed dashboards
  • 19 files in total
Buy - £499
Enterprise £999 PE, Corp Dev & advisory teams Everything in Pro, plus
  • Team deployment kit - HR workstream pack, Steering Committee deck, playbook shell, 7 workstream briefings & a deployment guide
  • White-label rights - rebrand it and issue it as your own methodology
  • Org-wide licence, unlimited transactions
  • Lifetime updates via a dedicated Drive folder
Buy - £999
Advisory

Want the author alongside you on a live deal?

Everything in Enterprise, plus two 90-minute sessions - deal setup and a Day 30-60 review - and a direct line for questions across your first transaction.

£2,499 Book advisory

One-time payment · 30-day money-back guarantee · Secure checkout via Stripe · VAT receipts available

Built by a practitioner

Templates from someone who's actually run them.

These aren't theoretical templates reverse-engineered from a textbook. They're the working documents of a career integration lead, refined on live transactions worth over £300m in total, on plans that had to hold up under CFO scrutiny.

Deal value behind the toolkit£300m+
Every template used on a live transactionNo filler
Terminology that works on both sides of the AtlanticUK & US

Free template

The 25 risks that derail integrations, ready to work.

Get the Integration Risk Starter free: 25 real integration risks, each with the early-warning sign and a first-line mitigation. One of the 16 templates in the toolkit.

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Stop building it from scratch at 11pm.

Download the toolkit now and walk into your next steering committee with the trackers, the dashboard, and the plan already built.

Get the toolkit