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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

Boutique M&A Advisory

$7,500

View Package

Premium Concierge

$7,500

View Package

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