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Transferring Knowledge Post Close

Learn about how to have a repeatable knowledge transfer and kickoff process from Aaron Whiting, Corporate Development and Acquisition Integration Director for isw.

What you’ll learn

  • The importance of creating a repeatable knowledge transfer process for post-close
  • Transfer knowledge play requirements
  • Step-by-step guide on how to create your own repeatable process
  • Lesson learned from Aaron Whiting's personal experiences

Course content

Creating a Repeatable Knowledge Transfer Process.

Problem Statements and Objectives.

Transfer knowledge play requirements.

Knowledge Transfer and Kickoff Play Steps.

The benefits of each step in the knowledge transfer process.

Q & A with Aaron Whiting.

Who is this course for

M&A integration leaders seeking ways to improve overall integration processes, while creating repeatable steps.


Aaron Whiting
Chief of Staff and Transformation at Crownoeak

Aaron Whiting is the Corporate Development and Acquisition Integration Director at insightsoftware. He has over a decade of experience with scoping, designing, and quarterbacking the delivery of solutions to the end-user through various roles and focuses. Though passionate about streamlining business process through the use of technology, he focuses on the end-user experience and seeks to fully understand the end-user problem before designing and prescribing a solution.


Upon completing this course, you will receive a badge for "Transferring Knowledge Post Close".

Have any questions?

What is the M&A Science Academy?

The M&A Science Academy is an online-platform where you can access courses taught by M&A professionals. The courses cover a wide variety of M&A topics such as integration, divestitures, due diligence, management styles, and more.

The M&A Science Academy includes courses from M&A experts who are eager to share their stories, failures, and successes.

Our goal is to provide users with knowledge from industry practitioners that can be applied to their own practices.

Where can I watch the courses?

All courses are available 24/7 on the M&A Science Thinkific page.

Which courses are right for me?

The M&A Science Academy courses were created to cover a range of topics based upon common M&A challenges. We are going to be adding new content regularly so feel free to explore new areas!