Our 30 post-merger integration checklists cover Human Resources, Finance and Accounting, Information Technology, Day 1 Readiness, Communications, Legal, The Back Office, Due Diligence, Sales and Marketing, and Culture.
Integration checklists often treat mergers as pure process - follow the steps and success follows. The reality is far more nuanced. What makes organizations work extends far beyond their formal structures into unofficial channels, unwritten rules, underlying management practices, and hidden expertise that standard templates fail to capture. These checklists are designed to help you navigate both the visible and invisible aspects of integration. Use them to create an integration that maintains the strengths of both organizations rather than simply combining their structures.
The sample M&A integration checklists have been used on many deals and gleaned from our M&A integration playbooks.
PRITCHETT's Merger Integration Certification Workshop Attendees and Website Subscribers can download the complete acquisition integration checklists (in Word and Excel). They can also access all the presentations, playbooks, books, articles, assessments, webinars, tools, templates, and research on MergerIntegration.com.