Charity Tax Group Regional Meeting Birmingham 19 June 2017
Charity Tax Group is the leading representative body for charities on tax issues, with over 500 members. They provide lobbying and information services and have a new website for updates. The group focuses on VAT, Brexit, EC, OTS, and General Election issues, including Gift Aid and business rates. They are also involved in the European Commission VAT review and Office of Tax Simplification VAT review. Join today to stay informed and have your voice heard on tax matters.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
M&A INTEGRATION SCORECARD AS OF: [ FIRST 100 DAYS ] YOUR LOGO COMPLETED BY: [ NAME ] DATE COMPLETED: [ DATE ] M&A INTEGRATION SCORECARD
FINANCIAL SYNERGIES OPERATIONAL SYNERGIES TABLE OF CONTENTS MARKET / CUSTOMER SYNERGIES PROJECT SUMMARY M&A INTEGRATION SCORECARD | TABLE OF CONTENTS
FINANCIAL SYNERGIES 100 DAYS 1 YEAR FINANCIAL SYNERGIES STATUS ACTUAL PLAN ACTUAL PLAN Reduce Operating Costs by $25 Million ON PLAN $ 17,000 $ 15,000 $ - $ 25,000 Reduce SG&A Headcount Expenses by $500K ON PLAN $ 300 $ 380 $ - $ 500 ON PLAN TOTAL FINANCIAL SYNERGIES $ 17,300 $ 15,380 $ - $ 25,500 M&A INTEGRATION SCORECARD | FINANCIAL SYNERGIES
OPERATIONAL SYNERGIES 100 DAYS 1 YEAR FINANCIAL SYNERGIES STATUS ACTUAL PLAN ACTUAL PLAN Decrease Inventory by $150 Million ON PLAN $ 75,000 $ 80,000 $ - $ 150,000 Reduce Headcount by 250 FTE SLIGHTLY UNDER PLAN $ 9,000 $ 10,000 $ - $ 16,000 SLIGHTLY UNDER PLAN TOTAL OPERATIONAL SYNERGIES $ 84,000 $ 90,000 $ - $ 166,000 M&A INTEGRATION SCORECARD | OPERATIONAL SYNERGIES
MARKET / CUSTOMER SYNERGIES 100 DAYS 1 YEAR MARKET / CUSTOMER SYNERGIES STATUS ACTUAL PLAN ACTUAL PLAN >98% Retention of Key Customers ON PLAN 98% 98% 98% Increase Market Share by 5% OFF PLAN -1% 3% 5% Other M&A INTEGRATION SCORECARD | MARKET / CUSTOMER SYNERGIES
PROJECT 100 DAYS 1 YEAR MARKET / CUSTOMER SYNERGIES STATUS ACTUAL PLAN ACTUAL PLAN Retain at least 93% of Key Employees ON PLAN 92% 96% 93% 100% of "Critical Path" Milestones are completed on time and within budget SLIGHTLY UNDER PLAN 90% 100% 100% All Integration Teams follow the Project Governance Procedures with discipline OFF PLAN 95% 100% 100% Stakeholders Rate Communications an average score of 4 / 5 on trust, timeliness, believability, and appropriateness SLIGHTLY UNDER PLAN 90% 100% 100% Other Other M&A INTEGRATION SCORECARD | PROJECT
SUMMARY M&A INTEGRATION SCORECARD | SUMMARY
DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.
