Assess whether a top customer is actually sticky (30aa96)

Situation

Integration-risk PMO owns a top customer is actually sticky inside a health-system acquiring a specialty practice with revenue-quality bridge from bookings to cash as the only packet. A TSA that expires before replacement systems exist is what changed the clock for this M&A Due Diligence Separation and Integration file.

Decision

Integration-risk PMO in a health-system acquiring a specialty practice must choose Proceed / Reprice / Walk / Hold using revenue-quality bridge from bookings to cash after a TSA that expires before replacement systems exist.

Hypotheses to test

• A TSA that expires before replacement systems exist is noise around an already-controlled Separation and Integration process in a health-system acquiring a specialty practice, given revenue-quality bridge from bookings to cash.
• A TSA that expires before replacement systems exist is the event in revenue-quality bridge from bookings to cash that forces Proceed for integration-risk PMO under M&A Due Diligence.
• Revenue-quality bridge from bookings to cash shows a one-file miss after a TSA that expires before replacement systems exist, not a Separation and Integration program failure.
• Revenue-quality bridge from bookings to cash cannot decide a top customer is actually sticky yet after a TSA that expires before replacement systems exist; hold is the only M&A Due Diligence close a health-system acquiring a specialty practice can defend.

Analysis required

• Test whether a TSA that expires before replacement systems exist is a diligence gap, a price chip, or a walk-away.
• Separate a one-off add-back from a recurring earnings issue in revenue-quality bridge from bookings to cash.
• Map reps, earnout mechanics, and integration risk a health-system acquiring a specialty practice would inherit.
• For this M&A Due Diligence Separation and Integration file, read revenue-quality bridge from bookings to cash against a TSA that expires before replacement systems exist and write the one fact that would move a top customer is actually sticky for integration-risk PMO.

Recommendation

Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / Separation and Integration packet (revenue-quality bridge from bookings to cash after a TSA that expires before replacement systems exist). The follow-on Separation and Integration action is what integration-risk PMO does next: implement the option, assign an owner, and log the missing fact.