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INTEGRATION PLANNING – MERGER & ACQUISITIONS

Atualizado: 16 de abr. de 2023



PREPARATION OF A DETAILED POST–MERGER INTEGRATION PLAN >>

MANAGEMENT OF THE TRANSITION TEAMS

INTEGRATION PLANNING

(o) DETAILED PREPARATION WITH PRIORITIES, ACTION PLANS FOR SHORT, MEDIUM AND LONG TERM, TARGETS AND PERFORMANCE MEASURES, PROCESSES, INFORMATION SYSTEMS/ REQUIREMENTS/ DETAILED INFORMATION FLOWS, DEFINITIONS OF THE ORGANIZATION'S STRUCTURE, MATERIAL FLOWS AND THE NECESSARY TRAINING.

(o) Special attention in areas such as CUSTOMER AND TALENT RETENTION, SKILLS AND KNOWLEDGE TRANSFER, the Merger of Operations and Management of internal and Market expectations.

(o) Ensuring that your Merger or Acquisition operation has the best possible chance of being successful through a COMMUNICATION STRATEGY AND FEEDBACK MECHANISMS that demonstrate the details to the various Stakeholders, the monitoring of the M&A operation progress, HELPING IN THE SOLVING OF PROBLEMS as they arrive.

​​​​ SOME ISSUES THAT NEED TO BE CONSIDERED ​

:::] What Strategies, Objectives and Goals should we be following after the Transaction closes? What should we focus on first? How will we communicate our Plans to Key Stakeholders​​? How should we track our Progress?​

:::] What PRODUCTS should we continue to produce and which should we eliminate?

:::] What should the ORGANIZATIONAL STRUCTURE be after this Merger ? How can we be sure to keep the best people on board and keep them productive? How can we join two teams with different salaries and benefits?​

:::] How to simplify the Supply Chain? How to INTEGRATE INTERNAL CONTROLS AND FINANCIAL SYSTEMS? How to consolidate the Distribution centers into one? How to integrate the IT/ MIS departments and what should be the new priorities?






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