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M&A Due Diligence & Integration Planning Proposal

David Liang · Liang Capital

Owen Mercer

M&A Due Diligence & Integration Planning Proposal

SentValid until March 1st, 2026

Prepared For

David Liang

Liang Capital

david@liangcapital.com

Executive Summary

A comprehensive due diligence and integration planning engagement for the proposed acquisition of a $12M logistics company — identifying risks, validating synergies, and building a 100-day integration plan.

The Challenge

Acquisitions create value on paper but destroy it in practice when integration is poorly planned. You need independent analysis to validate the target's operations, identify hidden risks, and build a plan that captures synergies from Day 1.

Our Approach

We'll conduct operational, financial, and cultural due diligence — going beyond the data room to assess the real health of the business. Then we'll build a 100-day integration plan that addresses people, process, and technology.

What's Included

Operational due diligence (process, technology, team)
Financial analysis and model validation
Cultural assessment and retention risk analysis
Synergy identification and quantification
100-day integration plan with milestones
Executive briefing and board-ready summary

Investment

ServicePrice/mo
Operational Due Diligence$6,000
Financial Analysis & Model Validation$4,000
Cultural & Retention Assessment$2,500
Integration Planning & Executive Brief$2,500

Total Monthly Investment

$15,000/mo

Timeline

Week 1: Data room review and interview scheduling. Week 2-3: On-site due diligence and financial analysis. Week 4: Cultural assessment and synergy quantification. Week 5-6: Integration plan development and executive briefing.

Questions? Contact us at owen@mercerstrategy.com