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Generate Your 100-Day Integration Plan with Claude AI

A free Claude AI skill built for acquirers. Tell it about your deal — get a board-ready integration plan with milestones, risk register, KPIs, and governance in minutes.

7 Workstreams Covered
Board-Ready Executive Brief
System Migration Sequencing
Risk Register
Synergy Tracking
Playbook for Next Deal

Built for operators who've done this before

You're on your 3rd, 5th, maybe 10th acquisition. You don't need a tutorial — you need a tool that generates a plan specific to your deal, right-sized for a $2M bolt-on or a $20M platform build.
Built from real PE integrations, not consulting frameworks. For COOs, integration leads, and operating partners doing serial acquisitions.

From deal details to integration plan in 3 steps

1

Tell it about your deal

Deal type, industry, revenue, systems, board priorities. The more specific, the better — but even a few sentences gets you a solid starting point.

2

Get a structured plan

1-page executive brief (board-ready) + full integration plan with phase-by-phase actions, owners, dates, dependencies, and quick wins.

3

Go deeper where it matters

Deep-dive any workstream. Generate Day 1 comms in the local language. Build synergy tracking spreadsheets. Adapt the plan for your next bolt-on.

OUTPUT

What's inside every generated plan

01

1-page board memo: deal snapshot, complexity rating, top 3 risks, milestones, resource estimate, synergy range.

02

Secure the business without breaking anything. Financial bridge, employee comms, IT inventory, customer outreach. Stabilize first, migrate second.

03

System migration in the correct order. Process harmonization. Org design. Synergy capture with dollar-impact estimates.

04

Go-live milestones, policy rollout, KPI dashboard, and the transition from integration mode to BAU.

05

Top 10 risks by likelihood and impact, with mitigation actions and owners.

06

8-12 measurable KPIs. Meeting cadence, decision rights, escalation path, PE reporting structure.

07

What to template for deal 2+. Target: compress integration from 100 days to 65-70 by deal 3.

EXAMPLE

Output from a Spanish HVAC bolt-on

€1.3M revenue, 50 employees, back-office integration
Top 3 Immediate Risks
Key person dependency on owner/GM — retention agreement Day 1
Financial reporting blind spot — finance workstream leads Week 1
Spanish labour law compliance gap (ET Art. 44) — legal counsel Day 1
Synergy estimate: €47K-€117K annual run-rate
Integration complexity: Medium

Need someone to execute the plan?

The generator gets you halfway there. The rest; data migrations, systems that don't talk to each other, the stakeholder blocking the ERP cutover, that's where hands-on execution matters.
PMI Stack handles system migrations, data cleanup, and technical heavy lifting for PE-backed roll-ups.