Guides · Deals & Diligence
Find what changes the price, then make the synergies real.
Diligence that surfaces what moves valuation, and an integration plan that turns the deal model into EBITDA you can see.
15 guides · 2 free calculators · 5 templates
Start with a free calculator
Run the numbers on your own figures first. No sign-up; calculations run in your browser.
Acquisition Synergy Calculator
Cost synergies by category with quarterly phasing, one-time costs, run-rate, in-year, cumulative, NPV and payback.
Working Capital Peg Estimator
Trailing 3, 6 and 12-month NWC averages, seasonality range and a proposed peg against closing NWC. A planning aid, not legal advice.
M&A and Due Diligence
Operational, technology, people, and commercial diligence plus pegs and add-on screening for operating partners. Every worked example is labelled illustrative.
Guides and Templates
Method, formulas, and templates, each focused on one decision.
Operational Due Diligence Checklist
An operational due diligence checklist for buyers: capacity, quality, supply chain, maintenance and key-person risk, with a findings register and example.
Technology Due Diligence for Operators
Technology due diligence for operators: assess ERP, data, security, vendor contracts and key-person risk in a target, and turn findings into dollars.
People and Organization Due Diligence
People and organization due diligence for buyers: assess leadership, key-person risk, compensation, span of control and retention, and price what you find.
Commercial Due Diligence Red Flags
Commercial due diligence red flags for buyers: customer concentration, churn, price-driven growth, pipeline and contract terms, with a worked example.
Working Capital Peg in M&A
Working capital peg in M&A explained: how the peg is set from trailing net working capital, how adjustments work, and a worked example of the true-up.
Vendor-Led Diligence vs Sell-Side QoE
Vendor due diligence vs sell-side QoE: what each covers, who relies on it, when to commission one, and how a buyer should read the report, with an example.
Buy-and-Build Platform Integration Model
Buy-and-build platform integration model: what to centralize, what to leave local, how to sequence add-ons, and check the math in a worked example.
Add-On Acquisition Screening Scorecard
Add-on acquisition screening scorecard: weighted criteria, knockout gates, and a worked three-target example so a platform picks add-ons it can integrate.
Post-Merger Integration
Day 1 readiness, synergy tracking, TSAs, the integration office, IT, and people for operating partners and integration leads. Every worked example is labelled illustrative.
Start Here
The flagship playbook for this topic.
Guides and Templates
Method, formulas, and templates, each focused on one decision.
Synergy Tracking: From Model to Realized EBITDA
Synergy tracking turns a deal model into realized EBITDA: baselines, five stages, price-volume splits, offsets, a ledger template, and a bridge.
Day 1 Readiness Checklist
A Day 1 readiness checklist for acquisitions and mergers: payroll, cash, payments, authority, and communications, with owners and a go or no-go gate.
Transition Services Agreement (TSA) Management
TSA management for carve-outs and acquisitions: a service-by-service exit plan, cost tracking, governance cadence and a worked example with owners.
Integration Management Office (IMO) Setup
IMO setup for post-merger integration: team, charter, cadence, stage gates and a synergy pipeline, with a worked cost-versus-target example.
IT Integration in Post-Merger Integration
IT integration post-merger: how to inventory systems, choose absorb, coexist or replace, sequence cutovers and size the payback, with a worked example.
Culture and Retention in Post-Merger Integration
Post-merger retention and culture: how to identify key people, design retention awards, set communications and measure culture risk, with a worked example.
Free templates
Working files that go with these guides, with the worked examples already filled in. Enter your name and work email and we send the file personally.
Free template · Excel workbook
PMI Synergy Tracker
Track synergies from model to realized EBITDA, with one-time costs, IMO governance and a weekly status view.
Free template · Word template
Day 1 Readiness Checklist
A gated Day 1 checklist across legal, finance, people, IT, customers and suppliers, with owner and status columns.
Free template · Word template
Operational Due Diligence Checklist and Findings Register
Request list and findings register covering operations, technology, people and commercial red flags.
Free template · Excel workbook
Working Capital Peg Workbook
Build the trailing net working capital average, normalize adjustments, and test a proposed peg against closing NWC.
Free template · Excel workbook
Add-On Acquisition Screening Scorecard
Weighted criteria and knockout gates to screen add-on targets, plus a buy-and-build value bridge.
Explore the rest of the library
Want this done in your business?
These guides cover the levers. As a launch partner, you bring one job, agree a target in writing, and AI experts run the fix for 8 weeks, with your team approving every result.
Applying is free. What it includes, what it costs and what you provide are on the page, before you share any details.