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Virtual Training Program, Wednesdays August 21 to September 11, 2024

HR M&A Due Diligence Essentials:

Building a Foundation for Deal Success.

A four-week series teaching you how to successfully conduct HR due diligence and drive deal value.

Over 70% of mergers and acquisitions fail!

The primary culprit?

Failure to identify and address people, leadership, and culture issues.

These failures destroy billions of dollars in value and disrupt the lives of employees, their families, and entire communities. The stakes are high, and the risks are real. To ensure your M&A deal succeeds, you must uncover and address these critical issues before your deal becomes another sad statistic.

We're passionate about helping you drive deal value. Our four-week series provides expert guidance on how to get in front of these issues and safeguard your success.

THE PROBLEM

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THE PROBLEM

Begin with the basics

This course builds your knowledge of key deal terminology that will help you solidify your knowledge and become an HR, M&A pro! You’ll get hands-on experience identifying, assessing, and mitigating risks using a simulated M&A transaction.

Real tools

When you complete the program, you will have everything you need to create a successful HR due diligence strategy to protect and preserve human capital.

Your registration includes unlimited access to a comprehensive due diligence toolkit ($1997 value), packed with practical resources to help you tackle even the most vexing people issues. You’ll also get a complimentary copy of The HR Practitioner’s Guide to Mergers & Acquisitions Due Diligence to provide easy reference when you’re working your next deal!

Begin with the basics

This course builds your knowledge of key deal terminology that will help you solidify your knowledge and become an HR, M&A pro! You’ll get hands-on experience identifying, assessing, and mitigating risks using a simulated M&A transaction.

Real tools

When you complete the program, you will have everything you need to create a successful HR due diligence strategy to protect and preserve human capital.

Your registration includes unlimited access to a comprehensive due diligence toolkit ($1997 value), packed with practical resources to help you tackle even the most vexing people issues. You’ll also get a complimentary copy of The HR Practitioner’s Guide to Mergers & Acquisitions Due Diligence to provide easy reference when you’re working your next deal!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem.

Discover & implement strategies and techniques for effectively conducting HR due diligence during mergers & acquisitions.

Gain insights into best practices for navigating the intricate challenges of people, leadership, & culture risks in M&A transactions.

Explore innovative approaches to uncover and address key issues before they escalate, safeguarding the core value of your deal.

Access actionable tips and practical tools to ensure business continuity and maximize value capture in M&A scenarios.

OUR STORY

“Why do so many M&A deals fall apart post-transaction??”

Because companies fail to get in front of the people, leadership, and culture risks during the due diligence process.

This training was created by Dr. Klint Kendrick, who wrote the book on HR M&A due diligence and has spent the last decade helping companies overcome this staggering failure rate by focusing on how people, leadership, and culture drive M&A deal value.

The course will be delivered by Michelle Henriksen, a seasoned HR M&A professional with extensive deal experience. Michelle brings practical insights and hands-on knowledge to the training, ensuring you receive actionable guidance based on real-world scenarios.

Together, their combined expertise will provide you with the tools and strategies needed to protect and preserve human capital, driving the success of your M&A transactions.

Michelle Henriksen

Founder and President, HG4 Advisory

THERE IS A

BETTER WAY.

INTRODUCING...

INTRODUCING: An all-inclusive Toolkit that gives you everything you’ll ever need to do due diligence

The M&A process can feel confusing and complicated, with a lot of different concepts and terms thrown around when a firm chooses to invest millions of dollars in an acquisition.

Instead of spending hours creating your own tools and templates, this toolkit does all the heavy lifting for you.

And allow you to identify, assess, and mitigate the people, leadership, and culture risks in the deal.

VIRTUAL PROGRAM AGENDA

This four-week virtual training will teach you everything you need to know about retaining top talent during M&A.

01.

01. Target Screening Tool

Week 1 - STRATEGIC PREPARATION: LAYING THE FOUNDATION FOR DEAL SUCCESS

august 21, 2024, 3:00 PM CENTRAL

You’ve just been informed that your company is acquiring another company, and you are being pulled onto the deal team. Don’t panic! This course will have you well prepared for that moment.

Understanding Key Terms

HR Due Diligence Checklist

Asking the Right Questions

Driving Talent Decisions

Interactive Exercises

Case Studies

Man presenting M&A strategy on Zoom call, focusing on strategic preparation in virtual training.

During week one, you will:

Gain confidence in understanding and using essential M&A terminology.
Learn to prepare and utilize an HR Due Diligence checklist effectively.
Understand the importance of aligning talent decisions with the deal rationale.
Develop skills to anticipate and address people implications early in the M&A process.

02.

02. Target Screening Brief Template

week 2 - ASSESSING HR FUNCTIONAL AREAS: GAINING CRITICAL INSIGHTS

august 28, 3:00 PM CENTRAL

People risks are inherent in all areas of HR. During week two, you’ll learn both where to find the data you need as well as the different types of analysis you can conduct to gain critical information about the target’s organization and workforce. Most importantly, you’ll know how this data can enable you to provide insightful feedback to the deal team and start making informed people decisions.

Data Sources: Discover where to find essential data about the target’s organization and workforce.
Types of Analysis: Learn different types of analysis you can conduct to extract critical information and insights.

Identifying Strengths and Weaknesses: Gain insights on how to assess the strengths, weaknesses, and potential gaps in the acquired talent.
Aligning with Strategic Goals: Understand how to align acquired talent with your strategic goals and integrate them seamlessly into your organization.

Informed People Decisions: Learn how to use the data to provide insightful feedback to the deal team, helping them make informed people decisions.
Interactive Exercises: Engage in practical exercises that simulate real deal scenarios, reinforcing your understanding of how to assess acquired talent and provide valuable insights.
Case Studies: Analyze case studies of successful and failed M&A transactions to identify key takeaways and best practices related to talent assessment.

Data Sources

Types of Analysis

Identifying Strengths and Weaknesses

Aligning with Strategic Goals

Informed People Decisions

Interactive Exercises

Case Studies

Two women reviewing HR charts and data analysis during virtual M&A training session.

During week one, you will:

Gain the ability to identify and access key data sources for assessing acquired talent.
Learn various analysis techniques to extract critical information about the target’s workforce.
Understand how to provide insightful feedback to the deal team, guiding informed people decisions.
Develop skills to align acquired talent with strategic goals and support seamless integration.

03.

03. Sample Letter of Intent (LOI)

week 3 - UNDERSTANDING CRITICAL CONSIDERATIONS: NAVIGATING DEAL CONTEXT

september 4, 3:00 PM CENTRAL

Explore key considerations, such as deal thesis, transaction type, and cross-border implications that significantly impact your M&A project and the workforce. Week three will help you prepare for the unexpected and nuanced differences in people treatment to ensure a smooth transition of the target’s workforce.

Deal Type Impact
Cross-Border Implications
Nuanced People Treatment
Ensuring Smooth Transition

Building Trust and Engagement

Interactive Exercises
Case Studies

Business professionals shaking hands with globe backdrop, highlighting global M&A considerations.

During week three, you will:

Understand how different deal types and cross-border implications affect your deal.
Learn to identify and address nuanced people treatment differences to ensure smooth transitions.
Develop skills to create effective communication strategies that build trust and engagement.
Gain practical experience through interactive exercises and case studies.

04.

04. HR Due Diligence Checklist

week 4 - OVERCOMING DEAL RISKS: BRINGING IT ALL TOGETHER

september 11, 3:00 PM CENTRAL

Your path to becoming a Due Diligence pro is coming to fruition. During week four, you’ll learn how to evaluate risks and identify opportunities as you plan for Day 1 and ultimately drive deal value. This module is a culmination of your learnings over the past three weeks, combining all aspects of HR due diligence, risk evaluation, and strategic planning.

Risk Identification
Opportunities for Value

Critical Preparation
Aligning with Goals

Data Integration
Identifying Key Factors

Interactive Exercises
Case Studies

Hands analyzing M&A risk assessment document with charts, emphasizing strategic planning.

During week four, you will:

Gain the ability to evaluate and identify potential HR risks in M&A deals.
Learn to identify opportunities for driving deal value through strategic HR practices.
Develop a comprehensive plan for Day 1 that aligns with organizational goals.
Synthesize data from the due diligence process to inform your final HR strategy.
Gain practical experience through interactive exercises and case studies.

ARE YOU READY?

How much for the toolkit?

TESTIMONIAL

“QUOTE GOES HERE”

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JOHN AWESOME

Acme, Co.

Protect your human capital investment with an effective due diligence program.

Since this toolkit has everything in it that you’ll ever need to perform due diligence and add value to the business all in one place, we thought about setting its pricing at $799.

However, we don’t want the cost to get in the way of you having this amazing toolkit. That’s why we’ve reduced its price to $298.

Regular Price= $1999

Today's Price = $1999

Plus get a free Ticket to our Fall Conference

USE THIS SPACE TO TALK ABOUT A GUARANTEE

IF THEY ARE NOT 100% SATISFIED.

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THEY ARE SAYING

TESTIMONIAL

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JOHN AWESOME

Acme, Co.

TESTIMONIAL

“QUOTE GOES HERE”

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem non magna. Sed aliquet leo eget nisl blandit, in efficitur dolor mollis. Sed egestas leo nulla, eget ultricies ex finibus ac. Nullam et dui congue, congue urna in, sollicitudin est. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante.

JANE AWESOME

Acme, Co.

TESTIMONIAL

“QUOTE GOES HERE”

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante. Suspendisse imperdiet, metus id dapibus molestie, velit tellus dapibus eros, vestibulum euismod justo lorem non magna. Sed aliquet leo eget nisl blandit, in efficitur dolor mollis. Sed egestas leo nulla, eget ultricies ex finibus ac. Nullam et dui congue, congue urna in, sollicitudin est. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla risus libero, vestibulum non nulla at, feugiat tristique ante.

JANE AWESOME

Acme, Co.

RESULTS DRIVEN