Mobility Strategy - Market Practices

Mergers & Acquisitions and Global Mobility

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1 © 2022 Graebel Companies, Inc. All Rights Reserved. This document contains CONFIDENTIAL information. Reproduction and distribution of this document in any manner or for any purpose is prohibited without the express written permission of Graebel Companies, Inc. Mergers & Acquisitions and Global Mobility – Market Practices Category Market Practices High-Level Considerations > Size of organizations involved. > Culture of the organizations involved. > Industry(ies) of organizations involved. > Who is acquiring whom? > Which company's management is taking the lead with regards to decision-making? > Relocation Policy o Policy types / categories o Benefit levels (generosity, flexibility, etc.) o Exception tolerance Pre-Announcement > Identify key stakeholders and project owners. > Create a project team. o Project team should include members of the Company's global mobility immigration, and tax teams, as well as representatives from HR, payroll, and compensation & benefits. > Review the following: o Communication methods and timelines o Supplier partners In-Process Employees > It is extremely important to develop communications specific to in-process employees and employees on assignment (if applicable). Employees in the middle of an active move or assignment may express concerns regarding the company's plans for them and commitment to them. > Review statuses of in-process moves/assignments. > Confirm continuation of current relocation/assignment benefits. > Discuss possible grandfathering of new policy parameters.

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