100-Day Finance Post-Merger Integration Plan
Covers all financial activities from pre-close through Day 100 (Integration Complete). Accompanying reports — Day 1 Checklist, Risk Register, Milestones, Next 14 Days, and Executive Dashboard — reflect progress as of T+30 (30 days post-close)
This plan provides the roadmap that guides Finance from protecting business continuity on Day 1 to operating as one fully integrated financial organization by Day 100.
The largest effort centers on accounting and financial reporting. Two companies bring two sets of policies, close calendars, reporting processes, and controls. Finance's job is to combine them into one consistent operating model that can withstand audit scrutiny. The first combined month-end close becomes the defining milestone, supported by unified reporting, goodwill and intangible tracking, and a single set of numbers leadership can trust.
In parallel, a common ERP platform is established, payroll is migrated, vendor contracts are consolidated, and duplicate finance systems are retired. This is where projected cost synergies become measurable savings but only after the new environment has been proven stable enough to replace the old one.
The remaining work ensures the financial and legal obligations of the transaction are fully delivered. Tax registrations are updated, working capital is finalized under the purchase agreement, treasury operations are aligned, and every synergy is tracked against the original deal model. By the end of the phase, the board receives evidence of what has been achieved.
Everything leads to two formal checkpoints. The Day 30 review shows that the integration is on track and the Day 100 gate confirms the books have been integrated, the systems consolidated, and the transition to business-as-usual is formally complete.