Acquisition Project Template
295 Point Template Plan for Managing Mergers & Acquisitions
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.
The fully customizable framework allows you to add tasks, assign accountability and track progress throughout your acquisition integration. The simple Excel format lets you easily update and share the plan with people who don’t have or know how to use a complex tool like Microsoft Project. The simplicity of keeping the tool in a format everyone understands? Priceless.
(For those with project management expertise, choose MS Project format.)
Whether you’re undertaking an acquisition now or just thinking about one, the Acquisition Project Plan is a superior planning device. The plan provides an invaluable overview of the process to help you assess your internal readiness. This is a COMPLETE PLAN for acquisition management and integration, from the initial announcement phase through IT integration – at a fraction of the cost of hiring an outside consultant. We fully support our product, simply email any questions.
OR Microsoft Project version:
Simply add any specific tasks, assign resources and estimate start and due dates. Reporting progress is as easy as entering actual start and end dates. Color coding of results lets you identify areas where the project is ahead or behind and to make adjustments as needed.
The template delivers all you need to hit the ground running.
Return on Investment (ROI)
The research time investment in developing an acquisition plan is weeks at a minimum, and if the people doing the planning aren’t experts they will miss key steps. Why devote intensive resources to doing an in-house plan (that will almost certainly have some holes) when you can buy one today and access the collective intelligence of people who have successfully done more than 300 transactions? Because the plan comes in Excel, there’s no software learning and it can be shared easily with all team members working the project. Vault forward instantly instead of taking weeks or a month and endless meetings to accomplish your plan development.
Covers Multiple Departments and Phases, Including:
- Pre-announcement tasks
- HR Soft Due Diligence
- HR Integration Plan
- IT Due Diligence
- IT Integration Plan
- Sales Strategy Due Diligence
- Sales Strategy Integration Plan
- Customer Due Diligence
- Customer Integration Plan
- Manufacturing Due Diligence
- Service and Repair Due Diligence
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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.