CFO Insight LLC
Finance expertise for mid-market companies
Former Website:
Your Subtitle text

Project Workflow - M&A

Project workflow broadly describes the process used in a typical mid-size company M&A transaction.  The Workflow is segmented into the 5 basic elements of M&A operations - field work required often involving key executives from both the buyer and seller.
  1. Due Diligence
  2. Executive Workshop
  3. Day One Activities
  4. First 100 Days
  5. Second 100 Days
The project workflows describe the workload for the M&A team ranging from the CEO to the managers and individual contributors in the field, and factories actually manufacturing product... serving customers...   The workflow also describes approximate sequence of activities, and the goals for each major segment of M&A operations.

Scroll through the process.  As you develop questions about specific elements, check out the "Practical Tips for M&A" for further explanations of the steps.