Acquisition Project Plan Template

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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.)

moneyback Acquisition Project Plan TemplateWhether 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.

500x500 Excel Acquisition Project Plan Template 01 Acquisition Project Plan 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

OR Microsoft Project version:

500x500 MPP Acquisition Project Plan Template 01 Acquisition Project Plan Template
The same great plan, now available in MS Project format
Price: $59.99

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

DOWNLOAD INSTANTLY NOW!

500x500 Excel Acquisition Project Plan Template 01 Acquisition Project Plan 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

Don’t Forget Your Communications Strategy!

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. The Communications Template ensures you address all the key audiences effectively and empathetically.
500x500 Commuications Template 01 Acquisition Project Plan 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

Buy Both & Save

Power Pack 01 Acquisition Project Plan 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 Acquisition Project Plan 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 Acquisition Project Plan 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
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