Stop Winging It After the Deal Closes
IntegrateIQ gives solo acquirers a step-by-step integration playbook so you hit the ground running on Day 1.
Browse by Integration Phase
From signed PSA to stabilized operations — every phase has a checklist.
Most Used Checklists
The deals that closed are getting integrated right now — here's what they're using.
First 30 Days After Close
The exact sequence solo acquirers follow to avoid the 'fire drill' in month one. Built from 12 real deal post-mortems.
Use This →Employee Transfer Protocol
Notify, transition benefits, reclassify roles — with template emails for each step. Covers WARN Act triggers.
View →Chart of Accounts Setup
Map legacy accounts to your preferred taxonomy. Includes QBO and Xero mapping templates for five industries.
View →Vendor Notification Workflow
Identify which vendors have change-of-control clauses. Prioritized by contract value so you don't miss the big ones.
View →Day 1 Payroll Continuity
Run the first payroll without disruption. Covers ACH timing, tax liability assumptions, and mid-period new hires.
Use This →IT Access Audit
Audit account logins, revoke unused permissions, and set up SSO before you inherit an uncontrolled tech stack.
View →Customer Comms — Ownership Change
Draft and send the ownership-change notification. Includes templates for email, direct mail, and support portal.
View →Integration Kickoff Agenda
The 90-minute meeting structure that aligns your team on Day 1 priorities, owners, and decision rights.
View →How It Works
From deal close to operational control in three steps.
Choose your deal profile
Select your acquisition type, deal size, and industry vertical. IntegrateIQ surfaces only the checklists relevant to your situation.
Follow the sequenced checklist
Each checklist is ordered by dependency and urgency. Start at the top — every task has a why, a template, and a timing note.
Track and mark complete
Check off tasks as you go. Your progress is saved. If you hit a step you can't complete, flag it and get guidance on next steps.
What Solo Acquirers Are Saying
Real operators, real deals, no influencer polished pitch.
I spent $45K on acquisition courses and still didn't have a Day 1 checklist. IntegrateIQ gave me what the courses missed — a concrete, runnable plan.
Onboarding 8 employees from a legacy business with no HRIS was my biggest fear. The HR checklist had every step laid out. First payroll ran on time.
I liked that it wasn't generic. It had specific sections for my deal structure — I could see it was built by someone who actually did small acquisitions.
The vendor notification workflow alone saved me from accidentally triggering change-of-control clauses. That alone was worth the subscription.
Common Questions
Do I need a professional license to use this?
No. IntegrateIQ is designed specifically for solo operators and micro-PE buyers who do not hold a JD, CPA, or securities license. The checklists are built for non-credentialed buyers completing deals under $5M. You remain responsible for decisions, but the framework helps you make them systematically.
How is this different from a business course or coaching?
Courses teach concepts. IntegrateIQ gives you a runnable checklist. When you're 72 hours post-close and need to send employee transition letters, you don't want a module — you want a template and a sequence. The product is structured around the actual timeline of integration, not the theory of M&A.
What deal types does it cover?
The current library covers asset purchases, stock purchases, and mergers for deals under $5M across e-commerce, SaaS, services, and light manufacturing verticals. Each checklist can be filtered by deal structure and industry so you see only what's relevant to your transaction.
Is this legal or accounting advice?
No. IntegrateIQ is an operational planning tool — not legal or tax advice. Checklists reference documents and steps that may involve attorneys or CPAs, but the tool itself does not provide advice. It surfaces what to do and when, and flags when a professional should be engaged. Consult your own advisors for transaction-specific guidance.
Can I use this for multiple deals?
Yes. Subscribers can access all checklists for multiple deals simultaneously. Each deal can have its own checklist instance so you track progress per transaction. There's no per-deal charge once you're a subscriber.
What happens if a checklist step doesn't apply to my deal?
Checklists are modular — you can skip or defer steps that don't apply. Each task has a flag option so you can mark it 'not applicable' and move on. The progress tracker only counts what matters for your situation.
Your Deal Closed. Now What?
Start with the free Day 1 checklist. No credit card. No sales call. Just the first step.