This workflow is designed to walk you through every stage of the post-merger integration process from pre-planning to post-mortem.
At the latest, this workflow should be run prior to closing while the pre-deal due diligence is still in progress.
Details in the first two sections that should be decided well in advance are included here for documentation purposes.
For added efficiency, this workflow can be run as soon as negotiations commence to record information as it’s decided.
INFO: For step-by-step guidance on creating, editing, managing, and running workflows, read Getting Started with Process Street: The 5 Stages of Process Building.