At Finix Business Strategies, we have extensive experience in the management during the transition and integration phases of Merger & Acquisition activity. From initial due diligence assessment through the successful completion of the integration, our in-depth services include:
- Transition Services Agreements (TSAs) – One of the most important components of a successful M&A transaction is the creation and oversight of the Transitional Services Agreements between the buyer and seller. This includes a comprehensive list of the services that the buyer and seller must continue to deliver as part of the deal. Our advisors will work to understand and document all of the required services to meet the business needs during the transition period. In addition, we assist in monitoring the service levels for the TSA, help in managing the financial arrangements between the parties and provide advice as services terminate.
- Comprehensive Integration Strategy & Plan- Our advisors have hands-on experience in creating an integration strategy and plan that focuses on an orderly transition with minimal business interruption. To develop the integration timeline, we conduct an analysis of the business workflow and methodology, while taking into account the potential cost savings on large-dollar TSA service.
- Policies, Procedures & Communication- Finix provides support to the client in developing policies and procedures covering: pricing of TSA services, billing for services rendered, payment of services received, and termination of services. In addition, we stress well-documented procedures to manage internal demand during the transition. This includes the use of additional services within the TSA to ensure proper support from the buyer and seller to meet short-term business requirements. Finally, Finix advisors are skilled in creating an internal communication plan to ensure stakeholder buy-in on transition strategy and timeline.
