Finance M&A Integration Checklist

The purpose of the template, Finance M&A Integration Checklist, is to provide teams with a framework for all the necessary finance-related responsibilities that should be met for a successful integration. The Finance M&A Integration Checklist is specially designed to help practitioners accomplish the financial aspects of integration during an M&A deal.

  • Designed to be used during integration planning and execution for complex M&A deals
  • Includes standard financial guidelines and requirements needed for successful M&A integration
  • Agile M&A encourages teams to customize these checklists to accommodate your unique deal and process needs
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