Acquisition Data Check
You just acquired a company. Is the data you inherited actually clean?
We check the customer records, financials, and vendor files you inherited — working alongside your existing finance team, not replacing them — so nothing slips through in the first 90 days.
Get your first data check✓
Customer records
Tied out
✓
Financial records
Tied out
!
Vendor data
Flagged
The gap
Due diligence tells you what you bought. It doesn’t tell you if the data is trustworthy.
Duplicate customer records. Mismatched account codes. Vendor entries that don’t match the signed contract. None of it shows up in a deal memo — it shows up three months later, when a customer disputes an invoice or a payment goes out twice. By then it’s tangled into your own systems, and nobody can trace the error back to where it came from.
What we check
Four areas cause most of the damage when they’re wrong.
Customer & CRM data
Duplicate records, billing details that don’t match signed contracts, cancelled customers still marked active.
Financial records
Chart of accounts, general ledger entries, and AR/AP balances checked against what was actually signed.
Vendor & payroll data
Duplicate vendors, payment terms, and headcount reconciled against actual employment agreements.
Contracts & system access
Auto-renewal clauses, admin access lists, and a single confirmed source of truth for each data type.
How it works
A fixed process, not an open-ended engagement.
1
Sign, then share
An NDA is standard before anything moves — you send the two data sets once it’s signed.
2
We verify against a fixed checklist
Same categories, every engagement — nothing ad hoc, nothing billed by the hour.
3
You get a discrepancy report
Plus one clean, merged dataset your team can hand straight to the combined company’s systems.
4
Fixed timeline
Most engagements close in 2–3 weeks from the day we receive your data.
How we work
We work next to your finance team. Not instead of them.
Your team stays in control of the data — we do the checking. It’s a bounded, time-boxed engagement, not another headcount line or an open-ended retainer.
Start with one file pair. Most clients begin with a single reconciliation — one vendor list, or one AR/AP file — as a fixed-price pilot, before committing to the full dataset.
Recently closed a deal?
Let’s check the data before it’s fully merged.
The first 90 days are the easiest time to catch a data problem — and the hardest time to find one once it’s fully merged. Talk to us about what a first check would look like for your acquisition.
Get your first data check