Post-Close Playbook Generator

The Day-1 checklist your new portco GM needs

Enter your acquisition details. Get an AI-generated 7-workstream integration playbook — Banking, Payroll, FSM, Licensing, IT, Comms, and People — from Day -1 through Day 30.

HVAC · Plumbing · Electrical Day -1 through Day 30 PDF + shareable link Free tool
Banking & Treasury Payroll Continuity FSM & Dispatch Licensing & Insurance IT & Email Customer & Vendor Comms People & Culture

Acquisition Details

Target Company

Operational Scale

Technology Stack

Ownership Transition

States Operating In

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Your checklist will appear here

Fill in the acquisition details and click Generate. The AI will build a 7-workstream Day-1 plan specific to your trade and tech stack.

Critical Path — First 24 Hours

Generate this for every acquisition automatically.
RollForge tracks KPIs, benchmarks, and anomalies post-close.
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