Go Back
Overview
Provide an overview of the acquisition.
Management
Discuss who will be the leader of the acquisition. What team members are required?
Timeline
Discuss the timeline for the integration. What critical milestones must be met to meet the completion date?
Resources
What external resources are required and at what cost?
Integration process
Ensure all aspects of the integration process are considered.
Business Systems (ERP, CRM, etc.)
Customer Service
Finance
HR
IT
Manufacturing
Business processes – Customer Ordering, Logistics, etc.
Sales Ops
Other
Action items
What came out of this meeting? What are the next steps?
.svg)
