EPC Group - Enterprise Microsoft AI, SharePoint, Power BI, and Azure Consulting
G2 High Performer Summer 2025, Momentum Leader Spring 2025, Leader Winter 2025, Leader Spring 2026
BlogContact
Ready to transform your Microsoft environment?Get started today
(888) 381-9725Get Free Consultation
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌

EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

Follow Us

Solutions

  • M&A Practices

    • M&A Tenant Migration
    • Carve-Out Migration
    • Private Equity Practice
    • Engagement Operating Model
  • All Services
  • Microsoft 365 Consulting
  • AI Governance
  • Azure AI Consulting
  • Cloud Migration
  • Microsoft Copilot
  • Data Governance
  • Microsoft Fabric
  • Dynamics 365
  • Power BI Consulting
  • SharePoint Consulting
  • Microsoft Teams
  • vCIO / vCAIO Services
  • Large-Scale Migrations
  • SharePoint Development

Industries

  • All Industries
  • Healthcare IT
  • Financial Services
  • Government
  • Education
  • Teams vs Slack

Power BI

  • Case Studies
  • 24/7 Emergency Support
  • Dashboard Guide
  • Gateway Setup
  • Premium Features
  • Lookup Functions
  • Power Pivot vs BI
  • Treemaps Guide
  • Dataverse
  • Power BI Consulting

Company

  • About Us
  • Our History
  • Microsoft Gold Partner
  • Case Studies
  • Testimonials
  • Fixed-Fee Accelerators
  • Blog
  • Resources
  • All Guides & Articles
  • Video Library
  • Client Reviews
  • Engagement Operating Model
  • FAQ
  • Contact
  • Schedule a consultation

Microsoft Teams

  • Teams Questions
  • Teams Healthcare
  • Task Management
  • PSTN Calling
  • Enable Dial Pad

Azure & SharePoint

  • Azure Databricks
  • Azure DevOps
  • Azure Synapse
  • SharePoint MySites
  • SharePoint ECM
  • SharePoint vs M-Files

Comparisons

  • M365 vs Google
  • Databricks vs Dataproc
  • Dynamics vs SAP
  • Intune vs SCCM
  • Power BI vs MicroStrategy

Legal

  • Sitemap
  • Privacy Policy
  • Terms
  • Cookies

About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

M&A Microsoft 365 Tenant Migration Assessment

4-week fixed-fee · Day-1 readiness + 90-day cutover plan · Identity + SharePoint + Licensing · $40K-$75K

EPC Group's M&A Microsoft 365 Tenant Migration Assessment is a 4-week fixed-fee engagement ($40K-$75K) that assesses target + acquirer M365 tenants for migration readiness. Output: Day-1 readiness plan + 90-day cutover roadmap + identity merge architecture + license rationalization. Required for any M&A deal closing with M365 integration in scope. EPC Group has executed 50+ Fortune 500 M&A M365 migrations.

Key Facts

  • 4-week fixed timeline with 5 documented deliverables
  • Fixed-fee $40,000-$75,000 based on deal complexity
  • Day-1 readiness plan for cutover day cutover
  • 90-day post-close migration roadmap
  • Identity merge architecture (Entra ID + B2B + SAML)
  • License rationalization with quantified savings model
  • EPC Group: 50+ Fortune 500 M&A M365 migrations executed
Home / Services / M&A Tenant Migration Assessment

Quick Answer

4-week fixed-fee, $40K-$75K, 5 documented deliverables. Assesses M&A M365 tenants for migration readiness. Day-1 cutover plan + 90-day migration roadmap + identity merge + license rationalization. Required for any M&A close with M365 integration.

Schedule Discovery

Pricing

Simple Merge
$40,000
Single target · Single geo · Similar industry
Complex Merge
$55,000
Multi-target · Multi-geo · Regulated
Carve-Out
$75,000
Separating from parent tenant

FAQ

What is an M&A Microsoft 365 Tenant Migration Assessment?

A 4-week fixed-fee engagement that assesses M&A target/acquirer Microsoft 365 tenants for migration readiness. Output: Day-1 readiness plan + 90-day cutover roadmap + identity merge architecture + SharePoint consolidation plan + license rationalization model. Required for any M&A deal closing with M365 integration in scope.

What is Day-1 readiness in an M&A M365 context?

Day-1 readiness means: target employees can authenticate via acquirer Entra ID on Day 1 of close, target email is reachable (transport rule or migrated), critical shared content is accessible, and Microsoft Teams cross-tenant access works. Full tenant consolidation typically takes 6-18 months post-close; Day-1 is the minimum-viable cutover.

When should we run this assessment?

Optimal timing: 30-60 days before deal close. Required: BEFORE you announce close date publicly. Worst case: post-close (assessment still valuable but you're working against the clock).

How much does the M&A Tenant Migration Assessment cost?

Fixed-fee $40,000-$75,000 based on deal complexity: simple merge (single target, single geo, similar industry) $40K, complex merge (multi-target, multi-geo, regulated industry) $55K, carve-out (separating from parent) $75K. ROI: typically prevents $200K-$2M in post-close migration cost overruns.

What deliverables come from the assessment?

5 documents: (1) Target + Acquirer tenant inventory + comparison report, (2) Day-1 readiness plan + cutover runbook, (3) 90-day post-close migration roadmap, (4) Identity merge architecture (Entra ID + on-prem AD + B2B + SAML), (5) License rationalization model with quantified savings.

Does EPC Group also do the migration execution?

Yes. EPC Group Microsoft 365 M&A Migration: $200K-$3M depending on tenant size + deal complexity. 12-36 weeks typical. Day-1 cutover + 90-day full migration + 12-month optimization. Carve-out migrations (separating from parent tenant) are a specialized variant.

What about private equity portfolio standardization?

EPC Group has a dedicated Private Equity Portfolio Microsoft Practice. We standardize M365 + SharePoint + Power Platform + Dynamics 365 across PE portfolio companies, accelerating value creation through unified governance + shared services. See /services/private-equity-microsoft-practice.

Does this include carve-out scenarios (separating from parent)?

Yes. Carve-out migrations are the inverse pattern of M&A merges: separating a business unit's M365 tenant from a parent company tenant. EPC Group has executed 12+ Fortune 500 carve-outs. See /services/carve-out-microsoft-365-migration.

Related

  • • M&A Microsoft 365 Tenant Migration Services
  • • Carve-Out Microsoft 365 Migration
  • • Private Equity Microsoft Practice
  • • M365 Tenant-to-Tenant Migration Enterprise Guide
  • • 200+ verified client reviews

Schedule Your M&A Tenant Migration Assessment

4 weeks. Fixed-fee. 50+ Fortune 500 M&A M365 migrations executed.

Schedule Discovery Call Call (888) 381-9725