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Analysis / Private equity and diligence

Assess post-acquisition integration readiness

Assess acquisition integration readiness in Proforma. Map day-one dependencies, continuity risks and pre-close limits without assuming authority to migrate data.

A starting point for

Integration lead

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Your starting prompt.

Assess readiness for [post-acquisition integration scope] using [systems inventory], [owners] and [approved decisions]. Map day-one dependencies, data access requirements, service continuity risks and unresolved choices. Separate work possible before closing from work requiring new authority or consent. Prepare a readiness matrix and decision agenda. Do not connect target systems, migrate data or assume the transaction has closed.

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Method and review

Keep the assumptions visible.

Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.

For this task, check

Transaction and system owners should confirm pre-close restrictions and post-close authority before execution.

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Before you begin

  • Authorized integration planning materials
  • Explicit pre-close access and activity limits

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Make it your investigation.

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