M&A Integration Scorecard Template

Stay active in evaluating your integration progress with our M&A Integration Scorecard Template. With check-ins 100 days and one year post-close, you’ll be able to compare your goals with actual results. The template also features financial, operational, sales, and general tactics to encourage a smooth integration phase. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Measure integration progress
  Track key functions—from finance and operations to IT and HR—using a unified scorecard so you stay aligned on real value-capture.
• Real-time KPI dashboard
  Visualise synergy achievement, milestone status and risk heat-maps in one place to give leadership clear insight into execution.
• Collaborative ownership
  Assign accountability across teams, attach evidence, and update status in one shared workspace—so tasks don’t fall through the cracks.
• Audit-ready integration narrative
  Log every metric, exception and adjustment with timestamped commentary linked directly to scorecard items for full transparency.

Begin your valuation with the Discounted Cash Flow Valuation Model, then transition into execution using this scorecard, or align offer structure with the Letter of Intent for Equity Acquisition.

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