The Proper Read

Post-Close Integration

15 statements for companies that closed an acquisition or merger in the last 18 months. Shows where the integration is holding and where value is leaking. About 6 minutes. You see your results right away.

Your answers go to The Proper Group team only.

Deal thesis

1. The leadership team can state the three things this deal has to deliver, in the same words.

2. Synergy targets have owners, dates and a monthly review.

3. We are on track to deliver the value case the deal was approved on.

Leadership and decision rights

4. Every senior seat in the combined company has one clear owner.

5. People on both sides know who decides what, and disputes rarely reach the CEO.

6. We have kept the leaders and key people we needed to keep.

One set of numbers

7. The combined business reports from one chart of accounts and one close calendar.

8. We can see margin and cash for the acquired business on its own.

9. Our 100-day or integration plan is tracked weekly against milestones.

Operations and systems

10. Customers have not felt a drop in service since close.

11. We have decided which systems, processes and sites we keep, merge or retire.

12. Duplicate vendors, tools and contracts have been consolidated or have a dated plan.

People and culture

13. Employees on both sides understand why the deal happened and what it means for them.

14. Retention risk among key people is tracked by name.

15. Teams from both companies now work as one, not as us and them.

About you

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Answer all 15 statements and complete every field to see your results.