Assess Fixed fee

Integration Readiness Assessment

Typically about six weeks.

The LOI was signed before anyone asked whether the company could absorb another one. Leadership was already at capacity, the last acquisition was still half-integrated, and nobody wanted to be the one to say so.

For acquirers and operators preparing to absorb a company, before or between deals. We assess the organization across twelve domains — strategy, leadership, departments, people, platforms, process, clients — and answer one question with evidence: are we ready to buy, and if not, what has to be true first? Scored report, risk register, and a fix-first roadmap sequenced against the acquisition timeline. You don't need a deal on the table to start.

Readiness is a point-in-time claim. An annual re-check, or a re-baseline after a completed deal, runs against the stored baseline as a follow-on.

01
Kickoff

Charter confirmed, interviews scheduled, document list agreed.

02
Interviews and data

Confidential interviews with leadership and department heads, document review.

03
Findings review

Initial findings walked through with the executive sponsor. No surprises.

04
Draft report

The full scored report, for review.

05
Executive readout

Findings presented, fix-first roadmap handed off with owners.

  • Integration Readiness Report
  • Absorption risk register
  • Integration philosophy brief
  • Healthy Teams baseline
  • SPOF/SPOC register confidential, executive sponsor only
  • Fix-first roadmap
  • Executive readout

What to expect, what we need from you, and the boundaries that protect you — published openly, so you can read it before the call rather than after the contract.

What to expect — Integration Readiness Assessment PDF · 84 KB

Is this the one you need?

Tell us what you're dealing with and we'll give you a straight read — including if the answer is a different engagement, or none of them.

Schedule a Conversation

30 minutes. No obligation. Based in Colorado — available nationally.