Integration Planning & Execution

Integration Planning & Execution

Integration Planning & Execution

Integrations that are not well executed will impact deal value, quality, and customer satisfaction. Planning must occur early to ensure Day 1 readiness, and key value capture, including the stand-up of appropriate performance measurement systems. CBIZ’s integration solutions are designed to drive change and achieve results while being mindful of the combined organization’s vision and values; we combine planning, coordination, industry expertise, and functional expertise to facilitate a smooth integration.

Integration & Synergy Assessment

We help buyers and sellers define integration complexity, timing, risks, priorities, and mitigation strategies before signing.

Detail Planning Phase

Our team develops the detailed work plans, defines the key milestones at a functional and organizational level, develops the synergy business cases, creates the communication plan, and prepares for all other relevant tasks to enable a successful integration.

Day One & Beyond

From managing the tactical execution aspects, helping execute on key business strategies, and capturing and measuring realized synergies, CBIZ helps facilitate execution.


Download our two-pager on Integration Planning & Execution.

Paul Herman

Senior Director

 267.570.6088