Integration Planning

Planning is the key to success in M&A activity and this is especially true in the run-off arena, where a planned exit is key to releasing the embedded value of the book of business.

The five stages of a successful run-off plan are:

  • Pre-deal planning
  • Completion
  • 'The first 100 days'
  • Delivery
  • Exit

Successful delivery of the business plan is dependant on a smooth transition from being part of the vendor group, with the target possibly still an active underwriting organisation, to one that is designed to meet the specific challenges of run-off in third party ownership. Tawa have a proven methodology supporting every stage of the process and can help you plan for success.