Post-Close Integration

Integration Planning

A successful integration starts with a clear plan:

• Day 1 readiness — critical systems and access
• First 30 days — quick wins and team alignment
• First 100 days — operational integration milestones
• Ongoing — cultural integration and optimization

Progress Tracking

Monitor your integration with:

• Milestone tracking — are you on schedule?
• Synergy capture — are projected savings being realized?
• Risk monitoring — new issues that arise during integration
• Stakeholder updates — regular communication cadence

Success Metrics

How to know if the integration is succeeding:

• Financial metrics — revenue retention, cost synergies achieved
• Operational metrics — systems integrated, processes unified
• People metrics — key talent retention, employee satisfaction
• Customer metrics — customer retention, satisfaction scores

Review these metrics monthly for the first year post-close.