Is Your Post-Close Tech Integration Plan Real?
Eighteen scored questions across the six integration tracks the first 100 days will hammer — planning, identity, systems, data, team, and timeline.
- A scored profile across 6 dimensions — see exactly where you're strong and where the gaps are.
- Your biggest opportunities, mapped to specific next moves.
- A personalized video walkthrough from Shawn (optional) — a real read on your results.
M&A value goes to die in the integration. Deal models get underwritten on synergy numbers — cost-out from license consolidation, revenue lift from unified go-to-market, margin from a single ERP — and those numbers only show up if the first 100 days execute. The reason most acquirers miss them isn't the deal thesis. It's that the target operating model was never drawn, the integration management office never stood up with real decision rights, the identity merge wasn't sequenced, and the ERP/CRM consolidation got pushed into a future quarter that never arrived.
This free assessment scores your post-close tech integration plan across six tracks — planning, identity, systems, data, team, and timeline — and returns a clear readiness profile in about seven minutes. It's built from 27 years of technology leadership across Fortune 500 and growth-stage companies, including post-close integration work the deal thesis depended on. It is different from a pre-close technical due diligence: TDD asks whether to buy; this assessment asks whether your plan to integrate is real.
What the M&A tech integration readiness assessment measures
Integration readiness is a profile, not a single number. The assessment scores six tracks independently so you can see where the plan is solid and where the gaps are: Integration Planning (target operating model, IMO, TSA scope), Identity & Access Consolidation (IdP, domains, SSO inventory), System Consolidation (ERP, CRM, license rationalization), Data Migration & Reconciliation (warehouse, master data, dual run), Team Integration & Org Design (org chart, retention, engineering tools), and Timeline & Milestones (Day 1 readiness, milestone honesty, synergy tracking). The final question maps the specific integration tracks — identity, ERP, CRM, data, engineering org, security — most likely to derail the first 100 days.
Why integration readiness is the deciding factor
Pre-close due diligence answers whether the asset is worth buying. Integration readiness answers whether you can capture the value the deal was underwritten on. Acquirers that nail this treat the first 100 days as a launch sequence with rehearsed Day 1 actions, a staffed IMO with decision rights, surviving-system decisions made before close, and an honest 30/60/90/180-day plan validated bottom-up. The acquirers that miss it run integration as a side project on top of day jobs, let the TSA drift, dual-run forever, and watch the synergy line items quietly disappear from quarterly tracking.
What you get at the end
You'll see an overall integration readiness score, a band that describes where the plan stands (from Pre-Plan through Cutover-Ready), a per-track breakdown, and a map of the integration risks most likely to derail your first 100 days across identity, ERP, CRM, data warehouse, engineering org, and security. From there you can request a personalized video walkthrough — a short, recorded read on your specific results and what a fractional CTO embedded in the IMO would do for your situation. No generic sales deck.
Frequently asked questions
What is an M&A tech integration readiness assessment?
It's a structured evaluation of whether your post-close integration plan is real — whether the target operating model is drawn, the integration management office is staffed with decision rights, the surviving systems are chosen, the identity merge is sequenced, the org design is approved, and the 30/60/90/180-day milestones are honest. It's different from pre-close technical due diligence: TDD asks whether to buy; this asks whether you can integrate.
How long does the assessment take?
About seven minutes. It's 18 scored questions across six integration tracks plus a final risk-mapping question covering identity, ERP, CRM, data warehouse, engineering org, and security. Your progress auto-saves, so you can leave and resume without losing answers.
Is the assessment free?
Yes. The assessment and your scored results are completely free. You can optionally request a personalized video walkthrough of your results, which is also free.
Who is this assessment for?
It's built for corp-dev tech leaders, PE operating partners, and CTOs of acquirers running their first 100-day post-close playbook — anyone responsible for converting a closed deal into captured synergy through real integration execution.
How is this different from technical due diligence?
Pre-close technical due diligence (TDD) evaluates the target before you buy — code quality, architecture, security posture, team strength, technical debt. Post-close integration readiness evaluates your plan to combine the two companies — operating model, IMO, identity merge, system consolidation, data migration, org design, and milestone honesty. Both matter; this assessment is the second one.