Work Streams

Information Technology
Human Resources
East Operations
West Operations

Finance - Initiatives Due by Day 30

External Reporting

  • 1Q close and external reporting as combined company
  • Adjust book depletion for purchase price step up
  • Build out GL structure for real estate businesses as separate segment
  • Finalize Purchase Accounting
  • E&Y quarterly review procedures over Acquired Co. accounts
  • Public bond disclosure resolution (consolidating footnote or separate FS)
  • Lawson GL to SAP GL Consolidation

Forecasts/Budget/Management Reporting

  • 2025 combined forecast - enterprise level
  • 2025 combined forecast - business and function level
  • New 2025 budget for combined enterprise
  • Manage synergies (track, implement, report)
  • Corp cost allocation methodology including synergies
  • Integrated monthly and quarterly SMT management reporting

Investor Relations

  • Implement combined company investor relations communication plan

Pension & Risk

  • Insurance integration


  • Forecasting for combined company (provision, NOL, distribution planning)


  • Credit rating agency communication
  • Cash management integration (lockboxes, inter-co funding)
  • Debt compliance transition
  • Share repurchase plan and financing strategy ...

Corporate Affairs & Enterprise

  • Retire
  • Adopt Acquirer Corp Giving

IT Integration Program

  • IT policy and guidelines

Organization Structure

  • Identify and communicate to key personnel to be retained
  • Create org implementation timeline
  • Complete IT Organization structure


  • Acquired Co. Office Move

Corporate Functions - Finance

  • Lawson Day 1

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