Quick Readiness Assessment

Post acquisition integration is more important than ever today. You can't afford anything other than realizing the deals maximum intended value quickly. To improve your chances you may want to consider outside consulting support from subject matter experts to augment your internal efforts. Every deal is different and represents unique levels of complexity and challenge. Ask yourself these questions about your transaction and score the results. The assessment is meant to be a general indicator of what degree you may need help.

1) How big is the transaction? <$30M >$200M
      0 1 2 3 4 5 6 7 8 9 10  
 
2) What is your perception of the Minimal Significant
  Integration complexity?   0 1 2 3 4 5 6 7 8 9 10  
 
3) What is your expectation for the level None Significant
  of integration in the combined company?   0 1 2 3 4 5 6 7 8 9 10  
 
4) What level of redundancy will exist in the None Significant
  combined organization prior to integration?   0 1 2 3 4 5 6 7 8 9 10  
 
5) What level of preconceived synergistic None Significant
  opportunity do you anticipate?   0 1 2 3 4 5 6 7 8 9 10  
 
6) What level of effort is necessary to define Minimal Significant
  and execute best practices?   0 1 2 3 4 5 6 7 8 9 10  
 
7) How much day one activity is expected? Minimal Significant
      0 1 2 3 4 5 6 7 8 9 10  
 
8) What level of staff reduction is anticipated? Minimal Significant
      0 1 2 3 4 5 6 7 8 9 10  
 
9) What level of facility closing or consolidating Minimal Significant
  is anticipated?   0 1 2 3 4 5 6 7 8 9 10  
 
10) What level of M/A integration experience Significant Minimal
  exists in each functional domain?   0 1 2 3 4 5 6 7 8 9 10  
 
11) How many experienced integration Many Very Few
  resources are available?   0 1 2 3 4 5 6 7 8 9 10  
 
12) How confident are you that all issues, Very Confident Not Sure
  synergies and risks are detailed in due   0 1 2 3 4 5 6 7 8 9 10  
  diligence and that supporting plans are  
  prepared pre-close?  
 
13) How different are corporate cultures? Similar Different
      0 1 2 3 4 5 6 7 8 9 10  
 
14) Will the acquisition result in a new or Same New/Expanded
  expanded customer base?   0 1 2 3 4 5 6 7 8 9 10  
 
15) What is the history of each organization's Both + Both -
  M/A integration track record?   0 1 2 3 4 5 6 7 8 9 10  

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Score: N/A

If your integration assessment score is less than 37 your organization may very well be prepared to successfully execute this acquisition integration.

If your integration assessment score is between 37 and 89 you may want to look into external support. You may or may not need it, but the discussions you will have about it will assist you in your readiness for a successful integration.

If your integration score is 90 or higher your organization likely needs help in order to successfully structure plans around the value drivers of the deal and execute them with a sense of urgency. Help may range anywhere from readiness assessment, resource capacity support, to full integration management in order to structure the process to make this deal successful.

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