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M&A Plays to Improve Your Workflows

Our library of free plays are designed to help teams revamp their deal lifecycle workflows.

Due Diligence Prioritized Backlog

Build a due diligence backlog to ensure that everyone is working on the highest priority tasks throughout the diligence process.

Kison Patel

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Backlog

Learn how to maintain a quality backlog to enable team-wide collaboration on the highest priority tasks.

Kison Patel

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Standup

Utilize quick meetings, called standups, for transferring essential knowledge, resulting in transparency, efficiency, and risk reduction between team members.

Kison Patel

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Retrospective

Gauge the effectiveness of deal processes and tools to determine a plan for future improvement.

Kison Patel

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Kickoff Meeting

Ensure that everyone involved in the M&A initiative shares a common understanding of the project and of their roles.

Kison Patel

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Parallel Planning for Integration

Learn how to plan for integration during other stages of a deal’s lifecycle.

Kison Patel

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Tool & Workflow Configuration

Establish a custom workflow and toolset that is aligned with your overall goals and objectives.

Kison Patel

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