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Notes for the people who run the plan

Short, specific notes for chief executives and sponsors with a decision coming up, on compensation, integration, leadership and the numbers a board reads.
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Integration6 min read

What breaks first after the deal closes

The people work that stalls integration is predictable. Here is the order it usually fails in, and what to own in week one.

  • Integration
  • M&A
  • First 100 days

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What we are writing

Each piece starts from a problem solved inside a growing company.

ScalePath Partners

16

The Integration Playbook

Screening to steady state, with eight working tools.

PDF, 41 pages

Guides and tools

The Integration Playbook

Sixteen sections from screening to steady state, and eight working tools you can copy into the deal room: the diligence request list, the key-person heat map, the decision calendar, the Day 1 checklist. Forty-one pages, free.

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Guides and tools

The People Risk Scan

Twenty-five questions a leadership team can answer in thirty minutes. Complete it online and the result arrives in your inbox: your score by area, the diligence items and what to fix first.

ScalePath Partners

25

The People Risk Scan

Questions, scoring, and a what-to-fix-first key.

PDF, 6 pages

The newsletter

An occasional newsletter, without the HR jargon

People, leadership, and value creation for founders, executives, and the sponsors behind them. Sent when there is something worth saying, not on a schedule. New articles arrive here first.

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Listen and read

Human Capital, Rewired

Blog

Human Capital, Rewired

Finesse’s essay series: people leadership, value creation, and the operating decisions behind both, written for chief executives, operating partners, and people leaders.

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Podcast

The Next Introduction

Conversations with the people who make the introductions that change a career.

Book

In progress

Finesse is writing a book. Newsletter subscribers hear first.

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In 30 minutes, we will talk through the decision in front of you and what we would examine first.