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The integration playbook

Every completed integration tightens the estimate for the next one.

Stack discovery cycle time

21 → 6 days
−71%

faster across the last five integrations

Evidence, not optimism. Forecasts update from completed deal actuals.
Active forecast recommendation

Cedar & Main Financial

Five completed integrations now support a tighter stack-discovery estimate.

Underwritten estimate21 days
Playbook estimate8 days
13 days unlocked
Why it changedComparable two-advisor firms completed discovery in 6–9 days after the latest questionnaire and invoice playbook.

Cycle-time compression

Actual days by completed deal. Dashed target is today’s planned duration.

Actual days Current target
Stack discovery6d
71%
21
D14
14
D18
12
D23
9
D27
6
D31

Target 10 days

Rationalization8d
50%
16
D14
13
D18
11
D23
9
D27
8
D31

Target 10 days

Migration42d
28%
58
D14
53
D18
49
D23
45
D27
42
D31

Target 45 days

Standardization25d
34%
38
D14
35
D18
31
D23
29
D27
25
D31

Target 30 days

Data integration41d
32%
60
D14
55
D18
48
D23
44
D27
41
D31

Target 45 days

Source data

Completed integration actuals

The record that makes the next underwriting estimate more credible.

DealStagePlannedActualVarianceCompleted
2025-D14Acquired7 days8 days+1dMar 14, 2025
2025-D14Stack discovery10 days21 days+11dMar 14, 2025
2025-D14Rationalization10 days16 days+6dMar 14, 2025
2025-D14Migration45 days58 days+13dMar 14, 2025
2025-D14Standardization30 days38 days+8dMar 14, 2025
2025-D14Data integration45 days60 days+15dMar 14, 2025
2025-D18Acquired7 days7 days0dMay 22, 2025
2025-D18Stack discovery10 days14 days+4dMay 22, 2025
2025-D18Rationalization10 days13 days+3dMay 22, 2025
2025-D18Migration45 days53 days+8dMay 22, 2025
2025-D18Standardization30 days35 days+5dMay 22, 2025
2025-D18Data integration45 days55 days+10dMay 22, 2025
2025-D23Acquired7 days6 days-1dAug 8, 2025
2025-D23Stack discovery10 days12 days+2dAug 8, 2025
2025-D23Rationalization10 days11 days+1dAug 8, 2025
2025-D23Migration45 days49 days+4dAug 8, 2025
2025-D23Standardization30 days31 days+1dAug 8, 2025
2025-D23Data integration45 days48 days+3dAug 8, 2025
2025-D27Acquired7 days6 days-1dOct 17, 2025
2025-D27Stack discovery10 days9 days-1dOct 17, 2025
2025-D27Rationalization10 days9 days-1dOct 17, 2025
2025-D27Migration45 days45 days0dOct 17, 2025
2025-D27Standardization30 days29 days-1dOct 17, 2025
2025-D27Data integration45 days44 days-1dOct 17, 2025
2025-D31Acquired7 days5 days-2dDec 19, 2025
2025-D31Stack discovery10 days6 days-4dDec 19, 2025
2025-D31Rationalization10 days8 days-2dDec 19, 2025
2025-D31Migration45 days42 days-3dDec 19, 2025
2025-D31Standardization30 days25 days-5dDec 19, 2025
2025-D31Data integration45 days41 days-4dDec 19, 2025