The most dangerous period in any acquisition is the quiet ninety days after the wire clears. Most value destruction in small-brand M&A doesn't come from overpaying — it comes from fumbling the transition: breaking what worked, changing what customers loved, and losing the institutional knowledge that never made it into an SOP. So our first-90-days playbook is deliberately boring. Boring is the point.
| Week | Focus | What actually happens |
|---|---|---|
| 1 | Access & continuity | Accounts transferred, 2FA reset, vendor introductions, payroll confirmed. Customers notice nothing. |
| 2–3 | Listening tour | Founder debriefs, CS ticket review, supplier calls. We write down everything that lives in people's heads. |
| 4 | Baseline freeze | 30-day KPI baseline locked: CAC, repeat rate, contribution margin, ship times. Every future claim measures against this. |
| 5–6 | Instrumentation | Analytics rebuilt on portfolio standard; cohort and LTV models live; creative library indexed. |
| 7–8 | Quick-win audit | Retention flows, abandoned-cart coverage, pricing tests, shipping-cost renegotiation — scored by confidence × effort. |
| 9–10 | First two plays | Highest-confidence interventions ship behind measurement. Typical first picks: email flow rebuild, landed-cost renegotiation. |
| 11–12 | Review & roadmap | Results vs. baseline; 12-month operating plan written with the team that will run it. |
No rebrand. No platform migration. No "synergy" layoffs. No new agency. No pausing ad accounts to "reassess" (the algorithmic cost of restarting usually exceeds the savings). The portfolio data is unambiguous: brands that keep their operating rhythm through the transition compound; brands that get "fixed" in month one spend a year recovering.
You can't improve a machine you don't understand yet. The first 90 days buy understanding.
Drawn from LAMPWORK's internal post-acquisition playbook and published integration research on SMB acquisitions. Illustrative of approach; every deal's plan is tailored.
We talk to founders at every stage — long before they're ready to sell.
Start a Conversation →