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Post-merger Integration (PMI) is a highly complex process. It requires swift action as well as running the core business activities simultaneously. There is no one-size fits all approach to a successful PMI Process. However, careful planning focusing on the strategic objectives of the deal and the identification and capturing of synergies will help maximize deal value.

Another critical focus in PMI is pursuing Financial Integration. Financial Integration is the alignment of finance functions of the Buyer and the Target organizations. The new organization now is dependent on the Finance function to ensure a successful integration process. Synergies must be captured in order to maximize deal value and provide combined organizations the flexibility to grow. Financial Integration is essential in setting new organizations to move forward in the right direction.

This presentation provides organizations a practical guide to achieving Financial Integration and the development of a Financial Integration Strategic Plan. The plan must be anchored on 8 Key Areas of Focus to gain a holistic edge when it comes to Financial Integration.

1. Overall Organization
2. Internal Controls Environment
3. Cash/Treasury
4. Financial Statements
5. Procurement
6. Financial Planning
7. Cash Controls
8. Tax

Understanding the Key Areas of Focus can better prepare the new organization to defining its long-terms strategy for Financial Integration.

This deck also includes slide templates for you to use in your own business presentations.

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Source: Post-merger Integration (PMI): Financial Integration PowerPoint document

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Did you know? This framework is part of the Post-merger Integration (PMI) FlevyPro Stream, our curated collection of best practice Post-merger Integration (PMI) frameworks. Full details here.

This business document is categorized under:
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File Type: PowerPoint (pptx)

Tag(s): Synergy, Corporate Finance, Post-merger Integration

Number of Slides: 22

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Upload date (first version): Feb 13, 2020

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