MA INTEGRATION SCORECARD AS OF FIRST 100 DAYS
![M&A INTEGRATION SCORECARD AS OF: [ FIRST 100 DAYS ] COMPLETED BY: [ NAME](https://slidetodoc.com/presentation_image_h/bf48e10ad5af8454174b743e1d035de0/image-1.jpg "M&A INTEGRATION SCORECARD AS OF: [ FIRST 100 DAYS ] COMPLETED BY: [ NAME")
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M&A INTEGRATION SCORECARD AS OF: [ FIRST 100 DAYS ] COMPLETED BY: [ NAME ] DATE COMPLETED: [ DATE ] YOUR LOGO M&A INTEGRATION SCORECARD
FINANCIAL SYNERGIES OPERATIONAL SYNERGIES TABLE OF CONTENTS MARKET / CUSTOMER SYNERGIES PROJECT SUMMARY M&A INTEGRATION SCORECARD | TABLE OF CONTENTS
FINANCIAL SYNERGIES 100 DAYS 1 YEAR FINANCIAL SYNERGIES STATUS Reduce Operating Costs by $25 Million ON PLAN $ 17, 000 $ 15, 000 $ - $ 25, 000 Reduce SG&A Headcount Expenses by $500 K ON PLAN $ 300 $ 380 $ - $ 500 ON PLAN $ TOTAL FINANCIAL SYNERGIES ACTUAL 17, 300 PLAN $ 15, 380 ACTUAL $ PLAN - $ 25, 500 M&A INTEGRATION SCORECARD | FINANCIAL SYNERGIES
OPERATIONAL SYNERGIES 100 DAYS FINANCIAL SYNERGIES STATUS Decrease Inventory by $150 Million ON PLAN Reduce Headcount by 250 FTE 1 YEAR ACTUAL PLAN $ 75, 000 $ 80, 000 $ - $ 150, 000 SLIGHTLY UNDER PLAN $ 9, 000 $ 10, 000 $ - $ 16, 000 TOTAL OPERATIONAL SYNERGIES SLIGHTLY UNDER PLAN $ 84, 000 $ 90, 000 $ - $ 166, 000 M&A INTEGRATION SCORECARD | OPERATIONAL SYNERGIES
MARKET / CUSTOMER SYNERGIES 100 DAYS 1 YEAR MARKET / CUSTOMER SYNERGIES STATUS ACTUAL PLAN >98% Retention of Key Customers ON PLAN 98% – 98% Increase Market Share by 5% OFF PLAN -1% 3% – 5% – – Other M&A INTEGRATION SCORECARD | MARKET / CUSTOMER SYNERGIES
PROJECT 100 DAYS 1 YEAR MARKET / CUSTOMER SYNERGIES STATUS ACTUAL PLAN Retain at least 93% of Key Employees ON PLAN 92% 96% – 93% 100% of "Critical Path" Milestones are completed on time and within budget SLIGHTLY UNDER PLAN 90% 100% – 100% OFF PLAN 95% 100% – 100% SLIGHTLY UNDER PLAN 90% 100% – 100% Other – – – – All Integration Teams follow the Project Governance Procedures with discipline Stakeholders Rate Communications an average score of 4 / 5 on trust, timeliness, believability, and appropriateness M&A INTEGRATION SCORECARD | PROJECT
SUMMARY M&A INTEGRATION SCORECARD | SUMMARY
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