Home › Toolkit
The toolkit
Every template in the M&A integration toolkit
The working documents of a live integration: plan, trackers, logs and the board dashboard, all pre-populated with a realistic worked example. Refined on transactions worth over £300m. One-time purchase, instant download.
Pricing
Choose your tier
All prices in GBP. 30-day money-back guarantee on every tier. Payment is processed by Stripe.
Core · 16 files
The working set for one integration
From signing to the Day 100 review. Every file carries a worked example and a README, so the structure is visible before you type a word.
phased milestones across ten workstreams, pre-close to Day 100
scope, objectives, decision rights and governance, agreed once
pre-populated accountability matrix with role map and validity checks
25 typical integration risks pre-loaded, with scoring, heatmap and dashboard
live issues with owners, severity and escalation triggers
an audit trail of what was decided, by whom, and when
one-page steering committee view, auto-fed from the trackers
cost and revenue synergies from identified to banked, against the deal model
one-off integration costs against the approved envelope
go or no-go readiness by workstream with RAG status
influence and sentiment on both sides, with a retention sense-check
announcements sequenced by audience around close and Day 1
one-page workstream status for the IMO pack
an integration meeting agenda that ends with owners
decisions and actions captured against the agenda
what worked and what to change, captured by phase
Pro adds · 3 operating workbooks
When separate files aren't enough
In Core, you keep the risk, issues and decision logs in sync yourself. In Pro, these workbooks link them for you: a risk that becomes an issue that triggers a decision and action traces itself, with no manual cross-referencing.
meeting cadence, actions and escalations in one operating workbook · 361 formulas
initiative-level value capture with phasing into the P&L · 497 formulas
stakeholder engagement and adoption tracking across both organisations · 644 formulas
Enterprise adds · 11 files plus rights
The team deployment kit
8 tabs: HR integration plan, org comparison, talent 9-box, comp & benefits, retention tracker and TUPE checklist
a 10-slide SteerCo pack structured around decisions, not status theatre
the skeleton for your own organisation's repeatable playbook
how to roll the toolkit out to workstream leads in one session
one page each: HR, Finance, IT, Commercial, Operations, Communications, and Legal & Compliance
remove our branding, deploy across unlimited deals, and receive every future update via a shared folder
Delivery and format
Instant ZIP download after checkout. Files are standard .xlsx, .docx and .pptx with no macros, so they pass corporate IT policies without argument. The Board View tool is included: drop your Board Dashboard file into a browser and present it as a clean web page, processed entirely on your own machine.
Licence terms are summarised in the FAQ below and set out in full in the terms of sale. Refunds: 30-day money-back guarantee.
Questions
Frequently asked questions
What format are the templates in?
Excel (.xlsx), Word (.docx) and PowerPoint (.pptx), built for the desktop Microsoft 365 apps. There are no macros and nothing to install. The files also open in LibreOffice. Most of the Excel files work in Google Sheets, but the charts and conditional formatting render best in desktop Excel.
Are the templates blank?
No. Every file ships with a realistic worked example based on a fictional deal, plus a README tab or page explaining how to use it. You replace the example data with your own rather than starting from an empty grid.
How is the toolkit delivered?
By instant download link after checkout, as a single ZIP for your tier. Enterprise and Advisory purchasers also receive a shared Google Drive folder within 24 hours, which is where lifetime updates land.
Which tier should I choose?
If you are running one straightforward integration and are happy keeping separate files in sync yourself, Core covers it. If it is a complex, multi-workstream programme where the logs and trackers need to cross-reference each other, Pro's connected workbooks do that linking for you. If you are deploying to a team, or using the files with clients, Enterprise adds the deployment kit and white-label rights.
What does the licence allow?
Core and Pro are licensed to a single purchaser for their own transactions. Enterprise and Advisory include white-label rights: remove our branding, use the files across your organisation on unlimited deals, including as client-facing deliverables. Reselling the templates themselves is not permitted. Full details are in the terms.
What is the refund policy?
A 30-day money-back guarantee on every tier. Email within 30 days of purchase for a full refund, no questions asked.
Can I see the templates before buying?
Yes, in two ways. The homepage shows a preview of the Board Dashboard built from the toolkit's own worked example, and the Board View page lets you explore the same dashboard interactively with example data.
Building the plan yourself first?
The guides cover the thinking behind the templates: how to build a 100-day integration plan, what a Day One checklist must cover, and how an Integration Management Office actually works.
Compare tiers