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Sample List of PRITCHETT Merger & Acquisition Tools

Requirements Assessment
Management Charter
Day-1 Planning
PMI Planning

Requirements Assessment

  • Capabilities Gap Analysis
  • Customer Due Diligence Questions
  • Dependency Rating
  • Employee Evaluation (Technical & Non-Technical Criteria)
  • HR M&A Integration Requirements
  • Integration Risk Assessment
  • Integration Risk Assessment (Alternate)
  • Integration Risk Assessment-catagories
  • Mutual Non-Disclosure of Information Agreement
  • Organizational Alignment Assessment
  • ROIC Value Drivers
  • Sample Customer Due-Dilligence
  • Sample Significant Components of the Synergy Plan
  • Strategic Fit Analysis
  • Strategy Clarification Tool
  • Synergy Action Prioritization - Diffficulty vs.
  • Synergy Matrix
  • What are we looking for during assessment

Management Charter

  • A-Process and Tools Description
  • Agreement - Professional Services
  • Anti Trust Guidlines
  • Booklet - Merger history and your options
  • Calculator-Incremental cash flow
  • Capturing Synergies
  • Client-Consultant Behavioral Protocols
  • Cockpit presentation
  • Communications Matrix
  • Communications Plan
  • Contract Sample
  • Contract Sample (alternate)
  • Core Team Summit Agenda
  • Decision Making Protocols
  • Early Planning impact
  • Executive Handbook
  • Incentive Plan -IAT Executive
  • Incentives -IAT team
  • Integration Timeline & Scorecard
  • Integration Timeline and Scorecard
  • Interview Findings Report
  • Issue Action Prioritization - Difficulty vs. Time Matrix
  • Key Communications Timeline
  • M&A Timeline and offerings
  • Pre-Close Planning impact
  • Presentation - 2007 generic
  • Presentation - Generic
  • Presentation - Master
  • Presentation for Advisory Board and Associates Orientation
  • Presentation-Original
  • Presentation-Questionable Growth Strategy
  • Project Launch-Synergies
  • Project Structure
  • Project Structure (alternate)
  • Roadshow Presentation - sample
  • Role of the Integration Leader
  • Role of the Steering Committee
  • S3 Merger Integration Process -visio
  • S3 Process Map
  • Sample Integration Action Team Metrics
  • Sample Steering Committee Meeting Notes
  • Sample Steering Committee Meeting Notes 2
  • Sample Steering Committee Update
  • Sample Steering Committee Update 2
  • Sample Synergies Capture
  • Steering Committee Orientation
  • Synergy Review figures
  • Synergy Tracking System
  • Synergy Tracking System
  • Value Drivers by ROIC

Day-1 Planning

  • Best Practices Analysis
  • Capabilities Gap Analysis
  • Communications Plan
  • Day 1 Action Planning Process
  • Day 1 Consolidated Action Items and Mission Critic
  • Day 1 Critical Issues Checklist
  • Day 1 Issues Risks Breakout Session Exercise1
  • Day 1 Issues Risks Breakout Session Exercise1 - Outcome
  • Day 1 Issues Risks Breakout Session Exercise2
  • Day 1 Issues Risks Breakout Session Exercise2 - Outcome
  • Day 1 Issues Risks Breakout Session Exercise3
  • Day 1 Issues Risks Breakout Session Exercise4
  • Day 1 Issues-Risks Matrix
  • Dependency Rating
  • Employee Evaluation (Technical & Non-Technical Criteria)
  • Employee Retention
  • Employee Selection and Retention
  • Employee Severance Plan
  • Employee Severance Plan
  • Employment Agreement
  • Executive Compensation-Severance Agreement
  • Exit Interview Checklist
  • Fulfilling the Requirements of the Older Worker Ben
  • HR Waivers
  • Human Resources Action Steps
  • Human Resources Q&A
  • Human Resources Team Plan
  • Human Resources Termination Guidelines
  • Human Resources Termination Guidelines - Formal No
  • Human Resources Termination Guidelines - Memorandum
  • Integration Issue Prioritization Model
  • Integration Retention Planning
  • Integration Team Member Incentive Plan
  • Internal QA Template
  • Interview Findings Report
  • Key Communications Checklist and Templates
  • Key Communications Timeline
  • Key Employee Questionaire
  • Master Plan
  • Planning Session Guide
  • Preliminary Issues and Synergies Inventory
  • Product Management Integration Tasks
  • R&D (Products) IAT - Sample Program Plan - Initial
  • R&S (Products) IAT - Sample Product Strategy
  • Retention Bonus General Letter
  • Retention Incentive Plan
  • Retention Incentive Program
  • Retention Letter
  • Sales Mission Critical Day 1 Deliverables
  • Sample - Services Product Launch
  • Sample Consolidated Day 1 Critical Issues Checklists
  • Sample Consolidated Day 1 Issues
  • Sample Consolidated Services
  • Sample Customer IAT - Services Product Launch
  • Sample Customer IAT - Branding
  • Sample Customer IAT - Product Launches
  • Sample Customer IAT - Public Relations
  • Sample Customer IAT - Tradeshows and Events
  • Sample Customer IAT - Website and Intranet
  • Sample Customer IAT Master
  • Sample Customer IAT Overview
  • Sample Customer IAT SOW V2
  • Sample Customer Sales IAT
  • Sample Facility Integration Budget
  • Sample Facility IAT Overview
  • Sample Field Sales IAT
  • Sample Finance IAT SOW Overview
  • Sample Finance Items for Transition
  • Sample Financial Scenario Resource costs
  • Sample Headcount Worksheet
  • Sample HR IAT - Synergy Assumptions
  • Sample HR IAT Day 1 Action Checklist
  • Sample IAT Macro Synergy Plan
  • Sample Integration Action Team Metrics
  • Sample IT IAT Risk Assessment
  • Sample IT IAT SOW
  • Sample Macro View Day 1
  • Sample Master Plan-Product Line-Technology
  • Sample MS Project Consolidated Day 1 Plans
  • Sample Nonrecurring Costs
  • Sample Product Evaluation Summary
  • Sample R&D (Products) IAT - Master Plan
  • Sample Resource Plan
  • Sample Retention Guide
  • Sample Retention Planning Worksheet
  • Sample RIF GUIDELINES
  • Sample Sales IAT - NGN Product Launch
  • Sample Sales IAT - Sales Ops
  • Sample Sales Mission Critical Day 1 Deliverables
  • Sample Sales Ops IAT
  • Sample Savings Budget, Closing, CapX, Cost Template
  • Sample Termination Letter
  • Sample Training Sales IAT
  • SampleFacility Closing Budget
  • Selection Process
  • Selection Process
  • Selection Process Letter
  • Selection Process Letter
  • Separation Materials Normally Included
  • Service IAT - Sample New Customer Service Structure
  • Standalone Financial Model
  • Synergy Action Plan Development
  • Synergy Action Plan Refinement
  • Synergy Action Prioritization Model
  • Synergy Incentive Plan

PMI Planning
  800-992-5922
 
 
 
 
 
           
©2008 Pritchett, LP