Buy and Build
Every deal on the platform. One value creation plan.
When an integration is completed, the project isn't closed down. It joins the Buy and Build that carries the platform forward, with its record kept and its earnout still running.
Chapters
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Transcript of the film
0:00When the deal is done
When the integration is completed, the project isn't closed down. It joins the Buy and Build that carries the platform forward.
0:10Choose the Buy and Build
Choose the Buy and Build it belongs to. Halligan & Petersen already holds the merger and the Westline deal.
0:18Nothing moves
Nothing changes. The deal keeps its work plan, risks, meetings and documents where they are, read-only, and the addition is recorded in both projects' audit logs.
0:31One value plan
The Buy and Build now lists every deal in it, and the value creation work carries on in one place.
0:40History as it was left
Open any deal and its work is there exactly as it was left, with a link back to the Buy and Build.
0:48The earnout keeps running
The deal's earnout keeps running. The open months still take new figures, so at settlement, this is a record that you can rely on.
How a deal joins a Buy and Build
Four steps, starting from the finished integration's settings.
- 1
Choose the Buy and Build
Choose a new Buy and Build, or one that already holds other deals. A Buy and Build is a value creation project.
- 2
Confirm
Nothing moves. The deal keeps its work plan, risks, meetings and documents where they are, read-only, and the addition is recorded in both projects' audit logs.
- 3
One list of deals
The Buy and Build lists every deal in it, each linked to its own pages, and the value creation work carries on in one place.
- 4
The earnout keeps running
Each deal's Earnout Ledger (BETA) stays live. Its open periods still take new figures and corrections, and are closed period by period.
One platform, three deals, one value creation plan
How a Buy and Build adds deals to one plan over time. Each deal's earnout is still tracked after it is added.
Period 1
Two integrations under way
Period 2
Deals A and B added to a new Buy and Build; Deal C's integration starts
Period 3
Deal C added to the same Buy and Build
Integrations
- Deal A: integration under way
- Deal B: integration under way
- Deal A: added, kept as read-only history
- Deal B: added, kept as read-only history
- Deal C: integration under way
- Deal A: added, kept as read-only history
- Deal B: added, kept as read-only history
- Deal C: added, kept as read-only history
Value creation plan
Not created yet
Created, with the platform's LBO model feeding its value bridge
Value bridgeBETA
The same plan: deals A, B and C added, its LBO model still feeding its value bridge
Value bridgeBETA
Earnout Ledgers (BETA)
Period 1
Two integrations under way
Integrations
- Deal A: integration under way
- Deal B: integration under way
Value creation plan
Not created yet
Earnouts tracked: A, B
Period 2
Deals A and B added to a new Buy and Build; Deal C's integration starts
Integrations
- Deal A: added, kept as read-only history
- Deal B: added, kept as read-only history
- Deal C: integration under way
Value creation plan
Created, with the platform's LBO model feeding its value bridge
Value bridgeBETA
Earnouts tracked: A, B, C
Period 3
Deal C added to the same Buy and Build
Integrations
- Deal A: added, kept as read-only history
- Deal B: added, kept as read-only history
- Deal C: added, kept as read-only history
Value creation plan
The same plan: deals A, B and C added, its LBO model still feeding its value bridge
Value bridgeBETA
Earnouts tracked: A, B, C
Before you add a deal
- It cannot be undone: the deal stays part of the Buy and Build.
- Once added, the deal stops counting towards your project limit.
- A divestiture needs every TSA service exited first.
- A Buy and Build and its deals are archived together, and an open earnout keeps running on an archived deal until it is settled.
- A Buy and Build and its deals cannot be transferred to another account.
Who can add a deal: the owner of both projects, or an account owner or admin.
Only one deal becoming the plan? Continue the integration as its value creation plan instead.
What BETA means on this page
Everything marked BETA works today. Each one leaves BETA when the condition below is met.
Earnout LedgerBETA
Leaves BETA when: A customer keeps a live earnout here through to its final period.
Value bridgeBETA
Leaves BETA when: Validation extended to a larger corpus of real deals, each reconciled to reference models.
Questions, answered
Bring the next deal into the plan
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