Integration Planning & Execution

If your business integration is not well-executed, it will impact deal value, quality, and customer satisfaction. Planning must occur early to ensure Day 1 readiness, and key-value capture, including the stand-up of appropriate performance measurement systems.

CBIZ’s integration solutions are designed to drive change and achieve results while being mindful of the combined organization’s vision and values. We deliver planning, coordination, industry expertise, and functional expertise to facilitate a smooth integration for your complex transactions.

Integration Planning & Execution Solutions

• Integration & Synergy Assessment: Define integration complexity, timing, risks, priorities, and mitigation strategies before signing with CBIZ integration and synergy assessment services.
• Detail Planning Phase: Work with our team to develop the detailed work plans, define the key milestones at a functional and organizational level, develop the synergy business cases, create the communication plan, and prepare for all other relevant tasks to enable successful integration.
• Day One & Beyond: Enlist our team to manage the tactical execution aspects, help execute on key business strategies, and capture and measure realized synergies.

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