The deal has closed. Your finance team now has two jobs and the same number of hours.
NEO Expertise provides post-merger integration consulting focused on finance. We work alongside your existing finance team and add the extra capacity it needs to integrate the acquired company’s numbers, without taking over.
We add capacity to your team. We do not replace it.
Who we support
Post-Merger Integration Support for Group Finance Teams
Our post-merger integration support is built for the people who carry the finance workload after a deal closes.
Group CFOs and Finance Directors
You have just closed an acquisition and need the new entity’s finance function aligned with the group, while business as usual carries on.
Private-equity-backed groups
Your platform or portfolio company is integrating an add-on, and the board expects reliable numbers quickly.
Serial acquirers
You are integrating more than one company and need the same finance steps applied to each new entity.
When to bring in help
When Should You Hire a Post-Merger Integration Consultant?
Most finance teams do not lack competence after an acquisition. They lack hours. These are the situations where finance leaders usually decide to bring in a post-acquisition consultant:
✓ The acquired company cannot meet the group closing deadline.
✓ The integration plan is clear, but nobody on the team has time to deliver it.
✓ Opening balances do not reconcile, or nobody can explain them.
✓ Intercompany balances do not match on both sides.
✓ Customer records, contracts or invoicing terms inherited with the deal are unclear.
✓ The new subsidiary is not ready for group reporting.
✓ Several acquisitions are being integrated at the same time.
If one of these sounds familiar, our guide to what a CFO should review after an acquisition sets out where to look first.
How we work
Extra Capacity for Your Finance Team, Not a Replacement
Your finance team keeps ownership of the numbers, the decisions and the relationships. We take on defined pieces of integration work under your direction, then hand them back once they run smoothly.
| Your finance team | NEO Expertise |
|---|---|
| Owns decisions, policies and sign-off | Carries out the agreed integration tasks |
| Keeps control of systems and data | Works within the access you choose to give |
| Manages stakeholders, auditors and the board | Prepares reconciliations, reviews and supporting schedules |
| Runs the process after integration | Documents the work so your team can take it over |
This is post-acquisition support with a clear boundary: we extend your team for the integration period. We do not become another permanent layer in your finance function.
Scope
What Our Post-Merger Integration Consulting Covers
Our post-acquisition integration services focus on the finance function only. Each area below is a defined piece of work your team can hand to us.
Acquired data verification
Customer, financial, vendor and contract data checked before it is merged into your systems. See the Acquisition Data Check.
Balance sheet review
Unsupported balances, suspense accounts and old items identified and explained. [CONFIRM]
Intercompany reconciliation
Balances matched against both sides of the group. How we approach it.
Group reporting preparation
Local chart of accounts mapped to the group’s, ready for the first reporting deadline. Read more. [CONFIRM]
Closing deadline support
Extra hands so the acquired company can meet the group close calendar. [CONFIRM]
Accounts receivable review
Aging, disputed items and collectability reviewed after the deal. Read more.
Finance integration only. We do not cover IT systems migration, HR integration or operational integration. If you need those, we will say so at the start rather than stretch our scope.
The first 100 days
How a Finance Integration Engagement Runs
Post-acquisition integration works best in a fixed sequence. Each engagement follows the same four stages, scaled to your deal.
1
Scoping call
We learn about the deal, the entities involved, your deadlines and where the finance team is stretched.
2
Diagnostic
We review the acquired company’s balances, data and close process to find the gaps that matter most.
3
Integration work
We carry out the agreed tasks alongside your team, in the order your reporting calendar requires.
4
Handover
We document what was done so your team can run the process on its own.
For the full sequence, read our first 100 days finance integration roadmap.
Ways to work with us
Flexible Post-Acquisition Consulting Support
Integration project
A defined scope of finance integration work, agreed at the start, with a clear end point. Many groups start with an Acquisition Data Check.
Additional finance capacity
We take on defined tasks during the busiest integration periods, such as reconciliations and reviews, working under your team’s direction. [CONFIRM]
Serial acquisition support
For groups making more than one acquisition, we apply the same finance integration steps to each new entity. See our playbook for serial acquirers and buy-and-build strategies. [CONFIRM]
Why NEO Expertise
Why Finance Leaders Choose NEO Expertise for Integration Support
Led by a Chartered Accountant
NEO Expertise is led by Brahim Rami, Chartered Accountant and CEO.
Finance focus
Our post-merger integration experts work on accounting and reporting, not general management consulting.
Your process, your deadlines
We fit into your team’s calendar, systems and sign-off rules instead of imposing our own.
NEO Expertise is based in Casablanca, Morocco.
Just closed an acquisition? Tell us where the finance integration is stuck.
Questions
Post-Merger Integration Consulting: Frequently Asked Questions
Can we hire a consultant just for the finance side of a post-merger integration?
Yes. That is exactly what we do. NEO Expertise focuses only on finance integration: balances, reconciliations, data verification and reporting preparation. You can hire us for the finance workstream while other parts of the integration are handled internally or by other advisers.
Will NEO Expertise replace our finance team?
No. We work alongside your existing finance team and add capacity during the integration period. Your team keeps ownership of decisions, systems and sign-off. We carry out agreed tasks and document them so your team can take them over.
When is the right time to bring in post-acquisition integration support?
As early as possible after closing, and before the acquired company’s data is merged into your systems. Problems are easiest to find in the first months. Once records are combined, it becomes much harder to trace an error back to its source.
What does a post-merger integration consultant do for the finance function?
A finance-focused post-merger integration consultant helps bring the acquired company’s numbers in line with the group. That includes reviewing balances, reconciling intercompany positions, verifying inherited data and preparing the entity for group reporting, while your team continues to run business as usual.
How long does a finance integration engagement take?
It depends on the size of the deal and the condition of the acquired company’s records. We agree the scope and timing during the scoping call. Our first 100 days roadmap shows the typical sequence of work.
Can you help if the acquired company cannot meet our group reporting deadlines?
This is one of the most common reasons finance leaders contact us. We look at what is blocking the close, whether that is data, mapping or capacity, and take on the tasks that free your team to meet the group calendar.
Where is NEO Expertise based, and which languages do you work in?
NEO Expertise is based in Casablanca, Morocco, and operates in English, French, and Spanish.
How do you work with our existing systems and processes?
We work within the systems, templates and access you choose to give us. Your team stays in control of the data and the approval steps, and we follow your group’s reporting requirements rather than introducing new ones.
How is an engagement scoped?
It starts with a scoping call. We ask where the deal stands, which entities are involved, what your deadlines are and where the finance team is stretched. From that conversation we agree which tasks we take on and what the end point looks like.
What information do you need from us to get started?
For the first conversation, only an outline: the deal status, the countries and entities involved, and the main problem you are facing. Detailed data is only requested once the scope is agreed.
Get in touch
Talk to a Post-Acquisition Finance Integration Consultant
Tell us where the deal stands, which entities are involved and where your finance team needs support. We will use the call to understand your situation and agree whether and how we can help.
Prefer email? Write to contact@neoexpertise.net