5-page guide includes questions such as:

  • What is your perception about the general feeling in the organization related to this deal?
  • What do you view as the biggest risks associated with pulling together these organizations?
  • What do you view as the highest priorities for integration (e.g., integrating the systems, resolving client overlap, etc.)
  • Complete the following sentence….I wish everyone on the leadership team realized ______
  • What might be some important “home runs” and major successes that the combined company could achieve in the near term ...