90-Day M&A Integration Plan | Finance Accounting

Finance & Accounting 90-Day Acquisition Integration Plan that incudes 93 tasks grouped in the following categories: Budget and Forecast, Insurance Coverage, Limits of Authority, Insurance Policies, Reporting Process, Purchase Price Accounting, and External and Internal Audits.

Excerpt:

Sub-Work Stream Budget and Finance

To obtain Acquired Co. FY25 budget for incorporating into NewCo budget - communicate with Acquired Co. entities/agree on deliverable format

To discuss/align on deliverables - Budgets in systems

Prepare NewCo budget - high level P&L for Day 30

Prepare NewCo budget - detailed level P&L, BS and CF for Day 60

Make adjustments for synergies / disynergies

Work with Acquired Co. Finance / Internal Consulting Team to determine new annual budget and forecast process

Plan out a mutually amenable timetable for yearly budget and forecasting cycle and process.

Acquired Co. to decide on which level of detail for forecast that is needed

Preparing data entry into system

Providing Training about the tasks within the Forecasting-Process@Acquired Co.

Providing data for the forecast

Budget 2026: training and integration into Acquired Co. budgeting process (Sales, P&L, Working Capital, Personnel)

Budget 2026: training and integration into Acquired Co. budgeting process (Investment Budget)

Acquired Co. to provide overview on budget rates 2026...