Workstreams include: Finance, Communications, Human Resources, Safety, Information Technology, R&D, Procurement

Day 1 Finance:

  • Coordinate with IT and business units regarding closing of periods and end of period processing
  • Ensure Acquired Co. Letters of Credit remain in place under new banking arrangements
  • Communicate Acquirer limits of authority to Acquired Co.
  • Execute funds transfer at close
  • Provide Acquired Co. exposure and claim data to Acquirer brokers to confirm existing carriers will cover acquisition on Day 1
  • Confirm no change in control issues and existing carrier will continue coverage and list Acquirer as named insured on all policies as back up ...


  • Execute Day 1 Town Hall Meeting
  • Day 1 Communication Plan
  • Draft BU communication plan and timeline
  • Upload to SmartSheet plan library
  • Reconcile timing with master timeline
  • Map out Day 1 communication items & reconcile with master timeline
  • Draft custom content for Customers
  • Draft custom content for Suppliers
  • Day 1 Powerpoint Deck
  • Day 1 Leader Video
  • Day 1 Newsletter
  • Employee FAQ...



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