Operational Due Diligence
OFFERING OVERVIEW
A clear picture of what it will take to run the target's finance function after close, delivered before the deal closes. Our team speeds the assessment of accounting operations, FP&A reporting, the finance team and org, and the systems stack with AI-assisted analysis, so our senior professionals can also size the synergies available from combining the target with the parent quickly enough to inform the investment thesis before the deal closes, not after.
Included capabilities
Accounting Operations Assessment
A clear read on where your accounting operations create risk or slow you down. Assesses the client's core accounting operations across order-to-cash, procure-to-pay, record-to-report, expense management, and payroll. Can be sold standalone or as a component of the full FORA suite.
FP&A Reporting Assessment
We assess whether your reporting can keep up with what your board expects. Assesses the client's management reporting and FP&A function, including budgeting, forecasting, KPI tracking, and board/investor reporting. Delivers recommendations for future-state reporting infrastructure.
Finance Team and Org Assessment
The right org design for the team you have and the company you're becoming. Evaluates the structure, roles, and capabilities of the client's finance and accounting team against the company's stage and post-acquisition operating model. Delivers org design recommendations.
Finance Systems Assessment
A clear-eyed look at whether your finance stack can scale with you. Inventories and evaluates the client's finance and accounting technology stack (ERP, expense management, billing, payroll, reporting). Delivers a systems roadmap recommendation.
Synergies Analysis
We size the synergies the deal thesis is counting on, before you're locked in. Quantifies the cost and revenue synergies available from combining the target with the parent's operations, systems, and vendor relationships, and prioritizes the ones achievable in the first twelve months against the cost of getting there.
