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Post-merger integration checklist

Bringing two businesses together can be a great growth opportunity—but it also comes with some unique challenges. The steps you take leading up to and in the weeks immediately after a merger or acquisition are critical to realizing long-term success. This checklist details the basic elements of a post-merger integration as you prepare for your transaction.

This checklist will help you:

  • Set and achieve your strategic goals for the acquisition
  • Plan how you’ll integrate the two companies
  • Create a handover plan for when you take over the new business
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