Plan for Integration

Not all buyers and sellers do Pre-Closing Integration Planning. This may be a good reason why about 40% to 50% of all post-closing integrations are considered either “very challenging” or outright failures by the parties.  Spending some time and money to develop a plan for post close and integration matters approximately 30 days before close is prudent.

Integration

• Why Integration Fails
• Overview
• Best Practices
• The Integration Plan

Top 10 Reasons for Integration Failure

1. Inadequate Due Diligence
2. Changes in environment/strategy
3. Poor leadership/direction
4. Culture clash
5. Improper retention plans
6. Poor leadership / direction; not setting clear objectives
7. Culture clash; stifling management practices; burdensome reporting
8. Losing the deal champion
9. HR problems: No employee retention plan; losing key employees; forced relocations
10. Change in corporate strategy

Integration Overview

PQ can provide a list of preferred third-party advisors for Step 14 including Transition Specialists, Management Consultants, Accountants, Recruiting Firms and more.

Contact Us at any time for help or to provide feedback.