A general ledger review after an acquisition is how a group finance team checks that the acquired company’s books do what a ledger is supposed to do: show and explain every transaction, with each balance tied to something real. The…
Why a balance that sat quietly on a local balance sheet for years turns into a question the group has to answer. Old accounting balances are one of the quietest problems in a finance integration. During integration, an old balance…
A balance sheet accounts review after an acquisition is the quickest way for a group finance team to find out whether the numbers it just bought are real. The profit and loss account shows what the acquired company says it…
How do you integrate a company after an acquisition? Key steps, common pitfalls and legal and tax strategies for a successful corporate integration.
Finance integration for mid-market companies looks different from the version described in large-group playbooks. A mid-market acquirer rarely has a dedicated integration office, a standing team of controllers to redeploy, or a consolidation system built for new entities. It has…
Most finance integration delays are not caused by one big surprise. They are caused by a handful of smaller, repeatable problems that each cost a week or two, and together push a three month plan into a six month one.…
Once a deal closes, the Group CFO inherits not just a balance sheet but a finance team, a close process, and a set of systems that have to feed Group reporting. To assess the finance function of an acquired company…
Two finance exercises sit either side of a completed deal, and they are easy to confuse. The distinction between a post acquisition finance review vs due diligence is not academic: it decides who owns the numbers, what data they can…
A case: can the acquired company’s systems carry the numbers the new owners need? THE SHORT VERSION A private equity firm acquires a portfolio company with a growth plan. Nobody has yet asked whether the company’s systems can produce the…
A carve-out finance case: how to build standalone financial statements for a business that has never reported on its own, and account for the separation.