Reply To: How closely should HR and Finance be connected throughout a merger?


Dale Deg

Both HR and Finance need to be in constant communication with each other through out all phases of DD, close and integration. Key reasons for this is how each area’s “data and findings” are needed by the other area. For example, if there are retention incentives for key personnel, those would need to negotiated by HR but captured in any budgeting during strategy development and in forecasting, but wouldn’t be part of the historical DD financial data.

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