M&A Diagnostic

REVENUE LIFECYCLE SYNERGY CAPTURE

Turn your M&A integration challenges into positive P&L

A one-day diagnostic that scores the revenue lifecycle of an acquired RIA, prices the billing gap household by household, and delivers a sequenced revenue lifecycle integration plan you can start at the point of signing the LOI.

BOOK THE DIAGNOSTIC

WHO IT'S BUILT FOR

Acquiring RIAs integrating a book. Sponsors underwriting the revenue case. The CFO and COO accountable for delivering the synergies after close.

WHAT'S IN THE DEMO

Experience the demos below

Demo runs on a synthetic client book built to resemble a live target.

PART 1: OUR APPROACH TO THE REVENUE LIFECYCLE

Sixteen Dimensions, one map

Bill, Collect, Record and Report, each read across data, process, people and technology. Every cell carries a value gap, a combination of $ synergy
opportunity, critical path dependency and expert judgement.

PART 2: QUANTIFYING REVENUE LEAKAGE AND SYNERGY OPPORTUNITY

Size total revenue and synergy opportunity

We move the acquired book onto the acquirer schedule and size the conversion realistically, so the revenue case rests on a number rather than an assumption. In addition, we quantify the synergy potential based on the acquired firm's cost structure.

PART 3: ACTION PLAN

Revenue lifecycle synergy plan

Each gap becomes a dated action. Quick wins run first, and the long builds start early because they gate everything behind them.

NEXT STEPS

Start with the one-day diagnostic.

You leave with the scored grid, the priced billing opportunity and the sequenced roadmap. Paid work extends the questions and helps you execute your M&A integration and platform build priorities.