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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.

1 2 3 4

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

1 2 3 4

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

1 2 3 4

4. We have widespread agreement about our goals.

1 2 3 4

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

1 2 3 4

Financial Synergy

1. We know how they make money.

1 2 3 4

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

1 2 3 4

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

1 2 3 4

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

1 2 3 4

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

1 2 3 4

Operations

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

1 2 3 4

2. Our business models are compatible.

1 2 3 4

3. We understand their competitive advantage and driving forces.

1 2 3 4

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

1 2 3 4

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

1 2 3 4

Talent

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

1 2 3 4

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

1 2 3 4

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

1 2 3 4

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

1 2 3 4

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

1 2 3 4

Culture

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

1 2 3 4

2. We have decided how fast things will happen.

1 2 3 4

3. We have made a strong commitment to change.

1 2 3 4

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

1 2 3 4

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

1 2 3 4

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