DESCRIPTION
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.
This PPT delves into the intricacies of both operational and complete financial integration, highlighting the importance of aligning treasury, procurement, sales, and production functions. It emphasizes the need for a robust internal controls environment from Day One to mitigate risks and ensure regulatory compliance. The presentation also covers the establishment of cash controls, banking arrangements, and debt covenants, providing a comprehensive roadmap for financial integration. Templates included in the deck facilitate the creation of your own strategic plans, ensuring your organization is well-prepared for the financial integration process.
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Source: Best Practices in Synergy, Corporate Finance, Post-merger Integration PowerPoint Slides: Post-merger Integration (PMI): Financial Integration PowerPoint (PPTX) Presentation, LearnPPT Consulting
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