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Post-Close

Post-Acquisition Integration

First 90-180 days: stabilize, retain, learn, then improve.

90-180 days
Integration Playbook + Weekly Check-Ins

What's Included

The first 90-180 days after closing determine whether your acquisition becomes a wealth-builder or a turnaround. Most first-time buyers make their biggest mistakes here — moving too fast, changing too much, or freezing.

Our integration playbook covers: - Week 1: introductions, listening tour, no changes - Weeks 2-4: process documentation, KPI baseline - Month 2: quick wins, low-risk improvements - Month 3: strategic plan with management - Months 4-6: deliberate change with team buy-in - Staff retention and key-person stay bonus structure - Customer transition communication - Supplier renegotiation timing - Owner consulting agreement management

You retain the team, the customers, and the cash flow that you paid for.

Key Benefits

Avoid the new-owner mistakes that kill deals

Staff and customer retention focus

Quick wins to build momentum

Strategic change deliberately sequenced

Owner transition managed professionally

Available in These Packages

Most Popular

Complete Acquisition

$5,990

View Package

Premium Concierge

$14,900

View Package

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