Resources

Guides to M&A integration.

Written by the author of the templates. No gated PDFs and no filler: each one is something a workstream lead can use the same day.

How to build a 100-day integration plan4 min read
The phase and workstream structure, what a milestone row needs, the governance cadence, and the ways these plans usually die.
The Day One readiness checklist3 min read
What Day One has to get right, workstream by workstream, the go or no-go review that catches problems at T-14, and the failures that recur on almost every deal.
What is an Integration Management Office?3 min read
What an IMO actually runs, how it differs from a PMO, how to staff one leanly, and when to stand it down.

More guides are added over time. If there’s a topic you want covered, say so.

Free

The 25-risk integration register.

Twenty-five risks that come up on almost every integration, each with the early-warning sign to watch for and a first mitigation. An Excel file, yours to keep.

The register is free either way. Privacy