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Method and systems for developing an acquisition integration project plan

  • US 7,006,978 B2
  • Filed: 05/14/2001
  • Issued: 02/28/2006
  • Est. Priority Date: 05/14/2001
  • Status: Expired due to Term
First Claim
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1. A method performed by a computer for developing an acquisition integration project plan outlining at least one process for performing an acquisition integration and providing information to perform the acquisition integration, the acquisition integration including assimilating an acquiring entity with an acquisition target including at least one of a newly acquired company and a newly acquired asset including a portfolio, said method comprising the steps of:

  • automatically displaying on the computer a plurality of integration areas to be selected by a user based on a type of acquisition being performed including at least one of a type of company and a type of asset being acquired, the plurality of integration areas are menu selections selectable by the user and are not entered into the computer by the user, the plurality of integration areas include commercial, operational, human resources, legal and financial;

    automatically displaying on the computer a plurality of pre-defined integration events based upon the user selected integration areas, each pre-defined integration event being displayed in association with a phase in an acquisition process including a pre-due diligence phase, a due diligence phase, a post sign/pre-close phase, a post close phase, and a transition to operations phase, the plurality of pre-defined integration events are menu selections selectable by the user and are not entered into the computer by the user, the plurality of pre-defined integration events are associated with a variety of acquisition types, each of the plurality of pre-defined integration events are automatically selectable as a required integration event to be performed as part of the integration for the specific type of acquisition being performed;

    displaying on the computer a detailed explanation for each pre-defined integration event including a description of the integration event, advice for performing the integration event, and a sample presentation relating to the integration event, the description facilitates determining a percentage of completion of the integration event, the advice is based on prior acquisition integrations and provides guidance to a person responsible for performing the integration event on how to accomplish the integration event, the sample presentation includes an attached file including data previously presented by the acquiring entity as part of a prior acquisition integration, the detailed explanations are viewable by the user and are not entered into the computer by the user;

    developing an acquisition integration project plan for the specific acquisition integration by prompting the user to select from the display at least one pre-defined integration event for the each user selected integration area, the acquisition integration project plan includes the user selected integration events and any automatically selected integration events to be performed as part of the acquisition including the integration events to be performed during the pre-due diligence phase of the acquisition process, the due diligence phase of the acquisition process, the post sign/pre-close phase of the acquisition process, the post close phase of the acquisition process, and the transition to operations phase of the acquisition process, the acquisition integration project plan outlines the integration events to be performed in a recommended sequential order from the pre-due diligence phase of the acquisition process through the transition to operations phase of the acquisition process;

    displaying a name of a person responsible, a due date, a completion percentage, and a commentary for each user selected, pre-defined integration event and each automatically selected, pre-defined integration event; and

    storing the user selected and the automatically selected integration events and the name of a person responsible, the due date, the completion percentage, and the commentary for each integration event into corresponding integration areas, as the acquisition integration project plan.

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