Communications Template

Flawless Acquisition Messaging, Guaranteed.

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You have one chance to get your message right. The wrong answers and tone deaf speeches will cause key players to bail, destroy morale and even activate a rumor mill that can endanger the deal.

Our Communication Template eliminates that risk. It guides you to perfectly manage integration communication with easy to follow questions-and-answers developed for four different stakeholders: Executives, Employees, Customers and Suppliers. Each question contains four answers, one per group, appropriate to each group’s stage of acceptance and prism of reference.

You’ll come to understand where each group is mentally and emotionally so you can more effectively isolate their concerns and respond intelligently. This is not “feel-good” messaging meant to be deceptive. The MergerCoach template is designed first to educate you about the differing mindsets at work. Second, it creates an ethical framework to deliver your message. Its key foundational concept is empathy.

moneyback Communications TemplateWhen you understand what people are really thinking, what their concerns are, you can help them with answers that will resonate with them individually and thus alleviate stress. What you think they want to hear, and what they actually want are usually two different things. The success of an acquisition has everything to do with level-setting all your stakeholders so they know what to expect and can go the distance of the deal without the bottom falling out.

If you’re running the merger integration, this is a no-brainer tool.  Simply plug in the answers you need to your emails, Power Points and team briefings and you’re set. There’s no research time, you’re instantly up and running. The product of more than 300 successful transactions, the system is proprietary to MergerCoach. Now you can access the collective intelligence of MergerCoach at a fraction of the cost of consultant fees.

500x500 Commuications Template 01 Communications Template
Handle the top questions of executives/owners, employees, customers and suppliers. 116 answers to the top 29 most-asked questions! (MS Word format)
Price: $59.99


  • Answers keyed to the audience you are addressing and their emotional stage which varies through the process
  • Easy to understand “Change Curve” theory outlining the emotional stage of the message recipient and how to get them to buy-in
  • What the question “really” means translation

This tool makes it easy to communicate quickly and effectively about what’s most important, bring important issues safely out into the open, and allow whole teams of people to contribute their thoughts and reach consensus on a plan of action. These essential talking points will help you consistently roll out information in all locations without mistakes and keep management from winging it and over committing in the heat of the moment.

The template centralizes communication naturally without over or under-delivering information.

Return on Investment (ROI)

To develop even the minimum questions and answers takes a staff person (who may never have developed communications like this before) 3-5 days. It takes the CEO or executive in charge 1-2 days to review and edit. The expensive part is the loss of credibility from developing answers as they are being asked.

Designed by Bill Case, a top mergers and acquisitions consultant who has personally overseen more than 300 mergers, the template represents top level thinking distilled into an easy-to-manage format suitable for meetings, email and Intranet communications.

What is priceless is to quickly engage everyone in the meaningful task at hand instead of driving them away with no communication or worse, miscommunication.

What’s Going on In Their Heads

Employees are coping with insecurity, conflicting information and fears that can suppress productivity and morale when you need it most. Their questions include….How will our benefits and policies, vacation, holidays, 401k, and insurance policy change?    Who will be in charge? Are there major changes in organizational structure on the horizon?

Customers will want to know immediately how this merger or acquisition will impact them and sales.  Will our relationship change and if so, how?

Suppliers want to know how they will be affected by the changes.  Will suppliers be dropped or changed? Who will be the “Preferred Vendors”? Will we be paid in a timely fashion?

We answer many, many more questions for you, saving you time and money and headaches. When you only have one chance to get it right, why not have expert advice at your fingertips?


Power Pack 01 Communications Template
Power Pack - Communications Template & Acquisition Project Plan
SPECIAL! Save big on your acquisition! Combine the Communications and Acquisitions Project Plan templates for one low price. Save 20%! MS Word and MS Excel Format
Price: $89.99

Manage More Than Just Communications!

83% of all acquisitions fail, according to a 2009 study by Hewitt Associates.   But you CAN dramatically increase your odds of success.
Save yourself weeks of painstaking research and organizational assessment by using our  Acquisition Project Plan Template. It comes pre-loaded with 295 critical acquisition/integration tasks native to most acquisitions regardless of industry.

500x500 Excel Acquisition Project Plan Template 01 Communications Template
Manage your acquisition and integration tasks with a 295 point plan. Covers every aspect of your acquisition from initial announcement to vendor notifications to systems integration in an easy-to-handle document. There's no software curve, you're up and running instantly. (MS Excel)
Price: $59.99

Buy Both & Save

Power Pack 01 Communications Template
Power Pack - Communications Template & Acquisition Project Plan
SPECIAL! Save big on your acquisition! Combine the Communications and Acquisitions Project Plan templates for one low price. Save 20%! MS Word and MS Excel Format
Price: $89.99

Increase your odds of success: three sessions with MergerCoach’s founder, Bill Case

Bill has been involved in hundreds of domestic and international transactions encompassing the evaluation, acquisition, sale and transition of diverse businesses from the public, private, service and manufacturing sectors. Moreover, he successfully purchased, turned-around and sold a high-tech business providing Bill with intimate knowledge and insight of what business owners experience through an M&A transaction.

Bill Case has conducted workshops, lectures and seminars throughout the world for corporations, universities, non-profit and charitable organizations sharing his specialized knowledge. Bill is a sought-after corporate speaker and motivator, and facilitates Tiger 21 and Vistage groups in Dallas, TX.

Power Pack Plus 01 Communications Template
Power Pack PLUS - Acquisition Plan + Communications Template AND 30 Minute Coaching Session
Includes Acquisition Plan and Communications Template with a 30-minute coaching session to walk through the demands of your specific project. Invaluable.
Price: $199.00
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Mergercoach Guy 500x500 01 Communications Template
3 Hours Project Management Template Support
Get the most out of your template with MergerCoach project management guru Chris Spivey. He'll show you tips and tricks for managing your team and will save you hours of time, ensuring the success of your project. Chris will show you tactics for using the templates and how to analyze for potential problems and bottlenecks. He will also coach you on analysis of the results to drive accountability.
Price: $299.00
Please enter phone number and best time to reach you to set up a call::