Downloads

Guides, checklists & templates for every stage of integration

Practical tools your team can put to work today — built from the same methodologies behind the EVP platform and more than 130 successful integrations.

Checklist

Integration Planning Checklist

The essential planning steps to complete before Day One — from governance and readiness to workstream priorities.

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Checklist

Due Diligence Checklist

A structured operational due diligence checklist that connects what you learn before close to how you execute after it.

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Guide

First 100 Days Guide

What strong acquirers accomplish in the first 100 days — milestones, governance routines, and early warning signs.

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Checklist

Day One Communication Checklist

Who to communicate with, what to say, and in what order — so Day One builds confidence instead of uncertainty.

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Template

Governance Template

A practical template for establishing your Integration Management Office, Steering Committee, and decision-making structure.

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Guide

Integration KPI Guide

The KPIs that actually measure integration success — and keep teams aligned to the value the deal was meant to create.

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Want the full toolkit?

These downloads are a starting point. The EVP platform puts the complete set of playbooks, assessments, dashboards, and methodologies behind them to work across your entire integration.

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