Advisory
Two working sessions with the author, on your deal.
For teams who want more than the templates. You get the full Enterprise pack, two 90-minute sessions at the points where integrations most often go wrong, and a direct line for questions in between.
The author
Who you’ll be working with.
The person who wrote the templates: an integration lead who is still in practice, with deals worth over £300m behind them. That’s why the name stays off this website. Once you book, you’ll get it, with a short background, in confidence before the first session.
How it works
Two sessions, at the moments that matter.
Sessions are arranged by email within one working day of booking, and can be used any time in the next twelve months.
- The Enterprise packStraight away
- All 30 templates and the four board views, delivered on purchase, so the sessions work from the same material you do.
- Deal setupSession one · 90 minutes
- The plan and Day 1 readiness: workstreams, owners, phase gates and the announcement sequence, tested against your deal before the clock starts.
- Day 30–60 reviewSession two · 90 minutes
- Governance and synergy tracking once the integration is live: what’s slipping, what the board needs to see, and where value is leaking.
- Questions in betweenAcross your first deal
- A direct line by email to help@mergeandland.com.
Scope
What you can bring to the sessions.
Most teams use the first for the plan and Day 1, and the second for governance and value. Anything on this list is fair game.
- Integration planningfrom deal thesis to a workstream plan people can run
- Day 1 readinessthe checklist, the go or no-go reviews, the announcement sequence
- 100-day planningmilestones, owners and phase gates that survive contact
- IMO set-upcadence, reporting pack and escalation routes for a lean integration office
- Workstream mobilisationbriefs, RACI and the first two weeks of agendas
- Governance and reportingsteering packs the board reads in five minutes
- Synergy trackingfrom deal model to banked, with finance sign-off built in
- Risk and dependenciesregisters that force decisions rather than record them
- TSA planning and exitservice schedules, exit criteria and cost run-off
- Carve-outs and separationsstanding up what the buyer doesn’t get
- Integration budgetsone-off cost envelopes, tracking and honest variance
- Lessons learnedpost-deal reviews that change how the next deal runs
Fit
Who it’s for, and who it isn’t.
Deals roughly in the £5m to £500m range: corporate development teams, private equity portfolio teams, and first-time acquirers without a standing integration function. It also suits experienced integration leads who want a second pair of eyes on a plan before it goes to the board.
It is senior, practical input at specific moments, not a resourcing model. If you’re integrating a multi-billion acquisition and need a staffed programme team on the ground for a year, a consultancy is the right call.
Not sure what you need?Send one paragraph about the deal. If the templates alone will do the job, I’ll say so. The same goes for something narrower, like a plan review or a second opinion on a slipping TSA exit.
Email me30-day money-back guarantee, as with every pack. Sessions are practitioner guidance, not legal, tax or financial advice (terms).