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Post-Acquisition Operating System Design

Design your operating system in the first 6-12 months post-close. Then execute with precision

Book an Operating Partner Consult

Why Integration Projects Stall

You closed the deal. You have a business plan. Now what?

Most teams lack a clear operating system design: • Day 1-30: Teams don't know who owns what. Decisions are reactive. There's confusion about integration priority vs. BAU

• Day 30-60: You're building the PMO, designing the org, rationalizing tech—all while trying to run both businesses

• Day 60-100: You've made progress but lack discipline. There's no weekly accountability. KPIs aren't being tracked

• Month 4-12: Execution slows. Your CEO is firefighting. Strategic initiatives (scaling, margin recovery) don't happen

Result: Integration takes 18+ months instead of 12. Value creation targets slide. The deal doesn't perform.

From chaos to clarity. Hands on delivery and accountability to help you execute and scale

The Real Problem: You Need a Blueprint Before You Execute

The Real Problem: You Need a
Blueprint Before You Execute

The Real Problem: You Need a Blueprint
Before You Execute

You don't need a COO managing margins next month. You need a strategic architect designing your operating foundations NOW

Without a clear integration plan, your team will:
• Waste 90 days figuring out basic structure and decision rights
• Create role confusion that kills accountability
• Implement systems reactively instead of strategically
• Miss critical first-100-day value creation opportunities

The Operating Partner Approach: Design the System, Then Execute

The Operating Partner Approach:
Design the System, Then Execute

The Operating Partner Approach: Design the System,
Then Execute

We work with you to architect your operating system in the critical first 6-12 months post-close

Phase 1: Diagnose & Design

Phase 2: Build Foundations

Phase 3: Quick Wins &
Handoff

Why This Matters

Month 1-2: Diagnose & Design

Stabilize the business. Audit tech, operations, and org structure. Clarify integration risks. Design your operating roadmap.

Deliverables:

• Integration Blueprint

• 100-Day Plan

• Tech Rationalization Roadmap

• Org Design

• KPI Framework

Month 3-6: Build Foundations

Implement core processes. Establish PMO discipline. Upgrade tech infrastructure. Create accountability rhythms. Implement EOS foundation.

Deliverables:

• Operating Procedures

• PMO Setup

• Tech Stack Implementation

• KPI Dashboards with AI-driven insights

• Weekly Accountability Cadence

• EOS Implementation Roadmap

Month 6-12: Quick Wins & Handoff

Deliver early margin recovery. Build your team's execution muscle. Establish the systems your COO will operate against.

Deliverables:

• $X in value creation realized

• Team trained on operating rhythms

• EOS and KPI dashboards live

• Foundation ready for ongoing operations

Ideal for:
✓ Independent sponsors planning first acquisition
✓ PE firms integrating new portfolio companies
✓ Founder-led acquirers without operational infrastructure
✓ Teams needing a 6-12 month integration sprint
✓ Companies that want to then hand off to a Fractional COO or internal team with a documented operating system

What Comes Next?

Once your operating foundation is set, many clients choose to bring in our Fractional COO offering to drive execution and margin recovery against this blueprint. But the blueprint itself is the critical first step

Learn more about Fractional COO

Design Your Operating System, Not Your Chaos

The first 6-12 months post-acquisition determine the next 5 years. Get this right

Design Your Operating System

Path to Scale

De-risk your acquisition

Scale your business

Secure your exit

Navigate

Contact

Email: info@pathtoscale.co

Try Our Business Analyzer

Legal

reserved.

Path to Scale

De-risk your acquisition

Scale your business

Secure your exit

Navigate

Contact

Email: info@pathtoscale.co

Try Our Business Analyzer

Legal

reserved.

Path to Scale

De-risk your acquisition

Scale your business

Secure your exit

Navigate

Contact

Email: info@pathtoscale.co

Try Our Business Analyzer

Legal

You closed the deal. You have a business plan. Now what?

Most teams lack a clear operating system design:

• Day 1-30: Teams don't know who owns what. Decisions are reactive. There's confusion about integration priority vs. BAU.

• Day 30-60: You're building the PMO, designing the org, rationalizing tech—all while trying to run both businesses.

• Day 60-100: You've made progress but lack discipline. There's no weekly accountability. KPIs aren't being tracked.

• Month 4-12: Execution slows. Your CEO is firefighting. Strategic initiatives (scaling, margin recovery) don't happen.

Result: Integration takes 18+ months instead of 12. Value creation targets slide. The deal doesn't perform.

The first 6-12 months post-acquisition determine the next 5 years. Get this right.

Post-Acquisition Operating System Design

Post-Acquisition Operating System Design

Design your operating system in the first 6-12 months post-close. Then execute with precision

Design your operating system in the first 6-12 months post-close. Then execute with precision

Why Integration Projects Stall

Why Integration Projects Stall

Why Integration Projects Stall

The Real Problem: You Need a Blueprint Before You Execute

The Real Problem: You Need a Blueprint Before You Execute

The Real Problem: You Need a Blueprint Before You Execute

The Operating Partner Approach: Design the System, Then Execute

The Operating Partner Approach:Design the System, Then Execute

The Operating Partner Approach: Design the System, Then Execute

We work with you to architect your operating system in the critical first 6-12 months post-close

We work with you to architect your operating system in the critical first 6-12 months post-close

Phase 1: Diagnose & Design

Phase 2: Build Foundations

Phase 2: Build Foundations

Phase 3: Quick Wins & Handoff

Phase 3: Quick Wins & Handoff

Why This Matters

Month 1-2: Diagnose & Design

Stabilize the business. Audit tech, operations, and org structure. Clarify integration risks. Design your operating roadmap.

Deliverables:

• Integration Blueprint

• 100-Day Plan

• Tech Rationalization Roadmap

• Org Design

• KPI Framework

Month 3-6: Build Foundations

Implement core processes. Establish PMO discipline. Upgrade tech infrastructure. Create accountability rhythms. Implement EOS foundation.

Deliverables:

• Operating Procedures

• PMO Setup

• Tech Stack Implementation

• KPI Dashboards with AI-driven insights

• Weekly Accountability Cadence

• EOS Implementation Roadmap

Month 6-12: Quick Wins & Handoff

Deliver early margin recovery. Build your team's execution muscle. Establish the systems your COO will operate against.

Deliverables:

• $X in value creation realized

• Team trained on operating rhythms

• EOS and KPI dashboards live

• Foundation ready for ongoing operations

What Comes Next?

Once your operating foundation is set, many clients choose to bring in our Fractional COO offering to drive execution and margin recovery against this blueprint. But the blueprint itself is the critical first step

Design Your Operating System, Not Your Chaos

Design Your Operating System, Not Your Chaos

The Real Problem: You Need a
Blueprint Before You Execute

The Real Problem: You Need a Blueprint
Before You Execute

The Operating Partner Approach:
Design the System, Then Execute

The Operating Partner Approach: Design the System,
Then Execute

Phase 3: Quick Wins &
Handoff

Phase 3: Quick Wins &
Handoff