Templates, trackers & dashboards

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

Get the toolkit from £199 See inside the files ›

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 ›

Merge & Land · Board View 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 review	Complete
Combined org design approved	In progress
ERP migration plan finalised	At risk

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

Actual files, actual screenshots

This is what lands in your inbox.

Not stock imagery. These are exports from the workbooks you receive, with the worked example still in them.

Risk Log 100-Day Gantt Synergy Tracker Value Dashboard

Risk Log sheet showing pre-written integration risks with likelihood and impact scores, automatic RAG colour coding and written mitigation plans. — **25 integration risks already written.** Each one scored, RAG-coloured automatically, and paired with a mitigation plan and a named owner role. You edit the ones that apply and delete the ones that don't.

Gantt sheet in the 100-Day Integration Plan, with bars drawn automatically in workstream colours across pre-close to Day 100 columns. — **82 activities across 10 workstreams, already sequenced.** The bars draw themselves from the target day you set - nothing here is hand-shaded, so re-planning is a cell edit, not an afternoon.

Synergy Tracker sheet listing named synergy initiatives with year one, year two and run-rate targets against forecast and actual figures. — **Target vs forecast vs actual, initiative by initiative.** 24 worked synergy lines with one-off costs and a maturity stage, so the gap between what was promised at signing and what is actually landing is visible in one screen.

Value Tracker dashboard showing one-off cost and synergy forecast figures above a cumulative payback curve charting costs, synergies and net value over 36 months. — **The payback curve your CFO will ask for.** Costs, synergies and cumulative net value, fed from the tracker sheets. The crossover point moves on its own as you update the numbers.

Every file ships with the worked example in place. Owners and dates are bracketed placeholders, ready to overwrite.

3,879working formulas across the Excel files

82plan activities, pre-written

91risks, issues, decisions and actions already logged

0macros - it will pass your IT policy

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, on plans that had to hold up under CFO scrutiny.

Three ways to check it before you commit

You shouldn't have to take a sales page at its word. Take a real file for free, run the dashboard tool yourself, and buy behind a refund that needs no explanation.

Check one

Take a real file, free

The Integration Risk Starter is one of the 25-risk logs from the toolkit, complete and unwatermarked. If the quality isn't there, you'll know inside two minutes and it will have cost you nothing.

Get the free template ›

Check two

Run the Board View yourself

Open the dashboard tool with example data and click through what a steering committee actually sees. It runs entirely in your browser - no sign-up, no email, nothing uploaded anywhere.

Open the live Board View ›

Check three

Buy with the guarantee

Thirty days to open every file, use them on a live deal, and decide. Email once and the money goes back - no forms, no explanation required, no follow-up.

Read the refund terms ›

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.

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