In this episode of the Transaction Abstract Podcast, we focus on a part of the M&A process that doesn't always get enough attention but ultimately determines whether a deal delivers on its promise: integration planning.

Redpath's Joe Hellman sits down with Joe Hagen, founder of 29th Street Advisors, to talk through what it really takes to turn deal strategy into execution. With experience spanning corporate roles at Target and U.S. Bank, as well as consulting work at RSM and Slalom, Joe brings a practical perspective on how integration planning unfolds.

From early involvement during diligence to Day One readiness and post-close execution, Joe Hagen shares how strong integration planning connects strategy, people, and operations to keep deals moving forward.

We also dig into common pitfalls that can slow progress or erode value, including underestimating the level of effort required, misalignment across leadership teams, and failing to plan for key employee retention. Throughout the discussion, the theme is consistent: thoughtful planning creates momentum while rushed execution often leads to delays and rework.

If you're involved in buying, selling, or integrating a business, this episode offers a grounded look at what it takes to move from deal thesis to real results.

Topics Covered:

• Why integration planning should begin during diligence

• What Day One readiness really requires

• How to align leadership, teams, and work streams

• Common integration risks and how to avoid them

• The role of discipline and execution in realizing deal value

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