M&A Tools and Templates

The post-merger integration planning tools and templates (more than 100) are organized under the steps of PRITCHETT's world-class M&A integration methodology.  

PRITCHETT Merger Integration Certification Workshop Attendees and Website Subscribers can access all the M&A integration tools and templates, not just the free ones. They can also access everything else-the presentations, playbooks, books, articles, checklists, software, assessments, webinars, research, and videos on MergerIntegration.com.

(Partial List - See eMerger Software for more tools and templates)

Step 1: Define M&A Integration Strategy and Guiding Principles

Step 2: Determine M&A Integration Governance

Step 3: Conduct Joint Integration Management Office (IMO) Meeting

Step 5: Develop Post Merger Integration Risk Management Plan

Step 6: Develop Post Merger Integration Culture Plans

Step 7: Develop Post Merger Integration Communication Plans

Step 8: Develop Post Merger Staffing & Retention Plans

Step 9: Develop M&A Project Integration Plans

Step 10: Execute Acquisition Integration Plans (Includes Day 1 Plans)

Step 11: Capture M&A Integration Lessons Learned