In this episode, Ivan Zak and Ryan Leech from Veterinary Integration Solutions talk about the strategic filter that accelerates and automates the M&A process. The strategic filter is what goes into the system, and there are two maturity levels to focus on. It’s important for the clinics that you buy, and initiatives that you take into consideration for consolidation. 

Topics Discussed:

• Consolidator Operating Framework©: How all elements connect and interact
• Knowledge Base: Proven, integrated principles, practices, and workflows 
• Buy or not Buy? Learn about different software, tools, and pieces
• Strategy vs. Strategic Filter: What’s the difference?
  • Strategy: New divisions/departments need new processes and initiatives   
  • Strategic Filter: Depends on maturity level (inception or development)
• Core Values, Goals, and Competencies: Are they permanent? Can they change?
• Change Management: Starts from top to introduce planning to prioritize together
• Checks and Balances: Visionary pushes things through filter, integrator shares it
• Cost of Delay: Calculated by adding business value, time criticality, opportunity
• 3-Pronged Approach: Strategic filter, prioritization, and work-in-progress limit 
• Quarterly Planning: Purpose is to share dependencies—not to plan