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Deal or No Deal Assessment

Score this deal from 1 to 4 for each of the statements below. After completing the survey simply press the Results button to find your total score and the implications for your organization.

Rank each on a scale of 1 to 4
1=Totally Disagree, 2=Disagree, 3=Agree, 4= Totally Agree

Vision

1. We have a clear strategic objective for doing this.

2. Our desire to grow goes beyond cost-savings and defensive moves.

3. We clearly understand what is achievable in light of market and industry trends.

4. We have widespread agreement about our goals.

5. We have tied our short-term goals to our long-term vision.

Financial Synergy

1. We know how they make money.

2. We know how our investors will measure success of this deal.

3. We have a plan to make money quickly after the deal.

4. We have a clear picture of their financial situation.

5. We have a plan for integrating our financial systems.

Operations

1. We know what we have to do to retain their key customers.

2. Our business models are compatible.

3. We understand their competitive advantage and driving forces.

4. We agree about how to integrate products and services.

5. We understand what our key customers will want from this deal.

Talent

1. We have set criteria for choosing which people will be chosen for the new organization.

2. We have a commitment from key players that they will stay.

3. We agree about how the new company will be run and by whom.

4. We have clear lines of accountability for each function.

5. We have developed a succession plan for key positions.

Culture

1. We agree about how each step of the deal will be communicated to employees and stakeholders.

2. We have decided how fast things will happen.

3. We have made a strong commitment to change.

4. We have seen evidence that we have compatible risk tolerance.

5. We see evidence that key decision-makers share core values.

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  • Home
  • About
  • Solutions
    • Board Services
      • Board Effectiveness
      • Director Evaluations
      • CEO Evaluations
    • CEO Services
      • CEO Selection
      • CEO Advisor
      • CEO Transition Process™
    • Keynotes
    • M & A Consulting
      • Acquisition Strategy
      • The Seller’s Strategy
      • Post Merger Integration
    • Strategy Formulation
    • Succession Planning
      • Executive Development
      • Executive Team Development
    • Pre-Employment Assessment™
  • Client Results
    • Client List
    • Case Studies
  • Resources
    • Books
      • Risky Business
      • The Merger Mindset
      • Tough Calls: How to Move Beyond Indecision and Good Intentions
      • Challenge the Ordinary
      • Landing in the Executive Chair
      • The Magnetic Boss
    • Leadership Tips from Linda
  • Assessments
    • Coaching Pre-Qualifying Survey
    • Board of Directors Assessment
    • Deal or No Deal Assessment
    • Executive Team Assessment
    • Integration Assessment
    • Strategy Assessment
    • Succession Planning Self-Test
    • Merger Mindset Quotient Assessment
  • Articles
  • Schedule a Call
Henman Performance Group