M&A Finance Integration

M&A Finance Integration Plans, Charters, Checklists, Presentations, Synergy Tracking Tools, and Best Practices

Finance and accounting has many responsibilities during a post-merger integration including standardizing accounting policies, harmonizing budgeting and planning, making staffing decisions, consolidating and closing the books, and tracking integration synergies and costs.

Along with managing the additional integration workload, Finance has to continue to meet legal requirements and deliver timely and accurate data for decision making.

The documents in this section of the web site can help finance and accounting teams scope and plan their integrations and track their progress. 

Finance Plans

Finance Checklists