Post-Acquisition Integration Discovery Form

Acquisition closing date

Acquired entity name

Acquiring entity name

Type of acquisition

Total transaction value

Was this a hostile acquisition?

Primary strategic rationale for acquisition

Are there regulatory approvals pending?

Please list pending approvals and expected timelines:

Integration approach

Key integration objectives

Describe the vision for combined entity in 12 months

Expected synergy realization timeline (months)

Target annual cost synergies

Target annual revenue synergies

Are there any 'no-go' integration areas?

Please specify restricted areas and rationale:

Rate critical success factors

Post-integration reporting structure

Will the acquired entity retain its brand identity?

Will key executives from acquired entity stay?

Please specify retention arrangements:

Integration committee composition

Integration leader name

Integration management office (IMO) structure

IMO team size (number of members)

Will there be cross-functional integration workstreams?

Select workstream areas

Total employees in acquired entity

Total employees in acquiring entity

Are there any unionized workforces?

Please specify unions and collective agreements:

Assess cultural alignment across dimensions

Will there be workforce reductions?

Expected number of position eliminations

Are there key talent retention programs?

Describe retention programs and incentives:

Compensation philosophy approach

HR integration priorities

Target date for HR systems integration

Are there expatriate employees involved?

Please specify locations and visa considerations:

Primary systems requiring integration

Are systems compatible?

Describe compatibility issues and mitigation plans:

System integration approach

Are there cybersecurity concerns?

Please specify security risks and mitigation measures:

Estimated IT integration budget

Target system cutover date

Are there data migration requirements?

Describe data volume and complexity:

Cloud infrastructure status

Are there any technology licensing issues?

Please specify licensing constraints:

Rate system integration complexity

Will there be chart of accounts consolidation?

Accounting method alignment

Are there transfer pricing considerations?

Please specify intercompany transaction structure:

Annual procurement spend of acquired entity

Will there be treasury integration?

Select treasury integration areas

Number of legal entities to integrate

Are there any contingent liabilities?

Please describe contingent liabilities and potential impact:

Financial reporting timeline

Rate financial integration complexity (1-5)

Total number of customers (combined)

Number of overlapping customers

Are there customer concentration risks?

Please specify top customers and revenue concentration:

Brand strategy post-integration

Will pricing strategies be harmonized?

Describe pricing integration approach:

Customer-facing integration priorities

Are there channel partner conflicts?

Please describe channel overlap and conflict resolution:

Expected customer sentiment impact

Target date for customer communication

Manufacturing footprint overlap

Will there be facility consolidations?

Please specify facilities and consolidation timeline:

Are there supplier overlaps?

Describe supplier consolidation opportunities:

Combined supplier base count

Procurement integration approach

Are there inventory management system differences?

Please specify system differences:

Rate operational integration complexity

Target for operational KPI alignment

Regulatory approvals required

Are there pending litigations?

Please specify litigations and potential impact:

Are there intellectual property considerations?

Please specify IP assets and integration approach:

Contract assignment requirements

Are there data privacy compliance requirements?

Please specify applicable regulations:

Number of jurisdictions involved

Are there any change of control clauses?

Please specify triggered clauses and implications:

Regulatory approval deadline

Rate legal integration complexity (1-5)

Key stakeholder groups

Communication tone for employees

Will there be town halls or all-hands meetings?

First town hall scheduled date:

Key messages for customers

Is there a dedicated integration website?

Website URL:

Communication channels to use

Are there any communication blackout periods?

Please specify blackout restrictions:

Rate stakeholder concern level (1-5 stars)

Designated spokesperson name

Top integration risks

Risk impact assessment

Is there a formal risk management framework?

Framework name/methodology:

Describe contingency plans for top 3 risks

Are there insurance policies covering integration risks?

Select insurance types

Next risk review date

Are there any 'deal-breaker' risks?

Please specify deal-breaker scenarios:

Overall integration confidence level (1-10)

Integration kickoff date

Day 1 (close date)

100-day plan completion target

Full integration completion date

Is there a phased integration approach?

Please describe integration phases:

Key milestones tracker

Are there hard deadlines for regulatory reasons?

Please specify regulatory deadlines:

Total integration program duration (months)

Primary success metrics

Will there be regular integration scorecards?

Scorecard frequency:

Define success criteria: Rate the outcome of this objective on a scale of 1–5.

Rating Key: 1: Below | 2: Meets | 3: Exceeds | 4: Significantly Exceeds | 5: Transformational

Target employee retention rate (%)

Target customer retention rate (%)

Target monthly cost savings by month 12

Will success metrics be linked to compensation?

Please describe variable compensation linkage:

First post-integration review date

Describe lessons learned capture process

Will there be external benchmarking?

Benchmarking partner/consultant: