Post-acquisition integration templates
The first hundred days, already built.
Sixteen templates for running an integration, each one filled in for a sample deal. You start by editing, not building.
From £199, one payment · 30-day refund · Built on £300m+ of live deals
Core £199
16 templates, in the order you’ll need them.
This is Core, and every pack starts with it. Excel and Word, no macros, so they get past corporate IT. Each one opens on a sample deal with a short guide.
01Before close
- Integration CharterWord
- RACI MatrixExcel
- 100-Day Integration PlanExcel
- Stakeholder Map & RetentionExcel
02Day one
- Day 1 Readiness ChecklistExcel
- Communication PlanExcel
03Running the programme
- Risk LogExcel
- Issues LogExcel
- Decision LogExcel
- Weekly Status ReportWord
- Meeting AgendaWord
- Meeting NotesWord
04Reporting and value
- Board DashboardExcel
- Synergy TrackerExcel
- Cost TrackerExcel
- Lessons Learned LogExcel
Pro and Enterprise
For bigger deals and whole teams.
Both include everything in Core.
Pro £499
Linked logs and a payback month.
A risk keeps its reference through to the decision and the action, and anything left hanging is flagged. The value tracker shows the month the deal pays back, which is the number the CFO will ask for.
Enterprise £999
Your whole firm, your brand, every update.
One licence across your organisation, your own branding including for client work, and a rollout kit: HR pack, steering committee deck, playbook shell, deployment guide and seven workstream briefings.
Board views
Then make them look the part.
Once your templates are filled in, drop each one into its board view and it becomes a clean page for the steering committee, ready to present or save as a PDF. It all runs on your own computer. Nothing is uploaded.
- Board ViewEvery pack
- The steering committee page, from the board dashboard. Try it
- Plan ViewEvery pack
- The whole 100-day plan on one timeline, and what’s slipping. Try it
- Value ViewPro and Enterprise
- Payback and synergies against the deal model. Try it
- Governance ViewPro and Enterprise
- Every risk traced to its decision and action. Try it
About
Who writes these.
I lead post-merger integrations and I’m still in practice.
These are the templates I’d want on the first day of any deal, each filled in so you can see how it works. The same groundwork bought from a consultancy costs tens of thousands.
Try the board views free or take the risk register first. If the templates don’t help on your deal, email within 30 days for a full refund.
help@mergeandland.comPacks and pricing
Choose a pack.
One payment, and the files are yours to keep. Core costs less than a day of a contract integration lead.
Pro Recommended
£499
For complex deals with a lot of moving parts.
- Everything in Core
- Risk, issue and decision logs linked in one workbook, so nothing is left hanging
- A value tracker that shows the month the deal pays back
- Value View and Governance View
Enterprise
£999
For deal teams, PE and advisers.
- Everything in Pro
- Use it across your firm on unlimited deals
- Put your own branding on it
- Team rollout kit and steering committee deck
- Lifetime updates
Secure checkout by Stripe. Prices in GBP, no VAT charged. 30-day refund on every pack (terms).
Compare every template, pack by pack
| Template | Core£199 | Pro£499 | Enterprise£999 |
|---|---|---|---|
| The core templates | |||
| All 16 core templatesPlan, logs, trackers, checklist and board dashboard | ✓ | ✓ | ✓ |
| Linked workbooks | |||
| Integration Governance Log | – | ✓ | ✓ |
| Integration Value Tracker | – | ✓ | ✓ |
| Integration Engagement Pack | – | ✓ | ✓ |
| Rollout kit | |||
| HR Workstream Pack | – | – | ✓ |
| Steering Committee Deck | – | – | ✓ |
| Integration Playbook Shell | – | – | ✓ |
| Team Deployment Guide | – | – | ✓ |
| Seven Workstream Briefings | – | – | ✓ |
| Board views | |||
| Board View and Plan View | ✓ | ✓ | ✓ |
| Value View and Governance View | – | ✓ | ✓ |
| Licence | |||
| Who can use it | One buyer | One buyer | Company-wide |
| Your own branding, client work | – | – | ✓ |
| Lifetime updates | – | – | ✓ |
Advisory, £2,499.The Enterprise pack plus two 90-minute working sessions with the author, on your deal.
About advisoryWhich pack is right for us?
One straightforward deal: Core. A complex programme with a lot of moving parts: Pro. A team, or work for clients: Enterprise.
Will they work on our systems?
Yes. They’re standard Excel, Word and PowerPoint files with no macros and nothing to install, so they get past corporate IT. You download them straight after checkout.
Can my team use them?
Core and Pro are licensed to one person for their own deals. Enterprise covers your whole organisation, on unlimited deals.
Is our deal data safe in the board views?
Yes. They run on your own computer and can’t connect to the internet. Nothing is uploaded or tracked.
What if they aren’t right for us?
Email within 30 days of purchase for a full refund.
Free
The 25-risk integration register.
Twenty-five risks that come up on almost every integration, each with the early-warning sign to watch for and a first mitigation. An Excel file, yours to keep.