Most buyers order this before close — so the roadmap is ready on day one, not built under pressure after the fact. Week-by-week priorities, people risks, and a clear plan through the first 90 days.
Order Your Owner's Brief — $5,000Most acquisitions struggle in the first 90 days — not because the deal was wrong, but because there was no plan for what came after the signing.
A structured framework for the first 90 days — what to do, what to leave alone, and in what order.
Bridge the gap between diligence and operations with a roadmap built for what you actually own.
An integration plan built for SMB reality — not a corporate playbook from a different scale.
Get a structured roadmap in place before the first 30 days set a pattern you can't undo.
A 10-page PDF with a week-by-week integration roadmap, risk assessment, and operational priorities — built from what you actually own.
Day 1–7 priority listThe specific actions to take in the first week to preserve value, stabilize relationships, and prevent early mistakes that compound
People & retention risk mapKey employees, likely flight risks, relationship dependencies, and where owner-reliance creates near-term operational exposure
Financial integration planReporting setup, cash flow visibility, quick financial wins, and the numbers to watch in the first quarter
Operational change sequencingWhat to change, what to leave alone, and in what order — ranked by impact and implementation risk
90-day milestone roadmapWeek-by-week priorities with measurable milestones — so you always know what "on track" looks like
Risk flag summaryThe issues most likely to create problems if not addressed in the first 90 days — with specific mitigation steps for each
An operational integration plan — not legal advice, a post-close audit, or a substitute for your CPA, attorney, or lender. It helps you ask your advisors better questions; it doesn't replace them.
The more context you share about what you're buying, the more specific the roadmap. Here's what to gather before you submit.
Enables a fully customized week-by-week roadmap with specific milestone targets, tailored people and operational risk flags, and prioritized change sequencing for your actual situation.
Delivers a structured 90-day framework with prioritized action areas, universal integration risks, and a milestone roadmap — with explicit flags for areas where more context would sharpen the recommendations.
Simple intake, fast turnaround.
Tell us about the business you acquired and what you're most uncertain about in the first 90 days.
We map the operational and people risks and build your week-by-week plan — delivered in 5 business days.
A 10-page PDF roadmap in your inbox, with follow-up support throughout your first 90 days.
Flat fee. Scoped to business size and integration complexity.
Flat fee for businesses up to $5M annual revenue. For larger businesses, contact us for custom pricing. This report provides an operational integration framework based on the materials submitted. It is not a substitute for legal, accounting, or licensed financial advice. All submitted materials are kept strictly confidential.
Most integration plans are written before close, based on what was in the CIM. Every Owner's Brief is built from a decade of watching what actually happens in the first 90 days.
Operations first, integration in the field, then deal evaluation. Every Owner's Brief is informed by what actually determines whether the first 90 days set you up or set you back.