Finance Transformation

Operational Due Diligence

What it takes to run the target's finance function, known before the deal closes.

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.

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Other Offerings within

Finance Transformation

Data Migration and Remediation

After a transaction, the target's books need to move onto the parent's systems and reflect GAAP from day one. Our team uses AI workflows to accelerate the transaction categorization and reconciliation work behind restructuring the chart of accounts, standing up the new ERP or accounting platform, correcting historical transactions against GAAP, and converting cash-basis books to accrual where needed, so the TS-prepared opening balance sheet loads faster and the go-forward books reconcile to the databook the deal was underwritten on.

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Finance Fast Start

Finance Fast Start takes a newly acquired company from a clean opening balance sheet to a repeatable, board-ready close. Our team builds the reconciliation and reporting mechanics on AI-enabled workflows, while our senior professionals train the existing accounting team on accrual methodology and build the standardized reconciliations that make the close audit-ready, so the company is reporting on schedule from the first months of ownership.

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Financial Operations and Reporting Assessment (FORA)

A full diagnostic of a company's accounting operations, GAAP compliance, FP&A reporting, and finance team and systems, delivered as one assessment or as individual modules. Our team speeds the diagnostic work in each area with AI-assisted analysis, so senior professionals spend the engagement identifying the gap between current state and what a PE-backed company needs to report to institutional standards, with recommendations the client can act on immediately or roll into a larger transformation engagement.

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FinOps AI Automation

We document how a client's finance processes actually run today, then design and build the automation that gets the highest-volume, most repeatable work off the team's plate. We build AI-enabled automation into the workflow itself, invoice processing, expense coding, reconciliation, so the function runs faster and more cost-effectively than a team relying on manual work, and we train the client's team on the new process so the gains hold after we leave.

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Finance Integration

When a target joins a parent company, we rationalize both organizations' processes into a single future-state operating model, build the roadmap to get there, and migrate the target onto the parent's systems. Our team accelerates the data mapping and reconciliation work behind the systems migration with AI workflows, so integration moves faster and more efficiently, with one integrated design and one sequenced plan, so nothing is left for the two finance teams to reconcile on their own.

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Surge Support

Experienced finance professionals step into a client's function for as long as a specific peak lasts: a diligence cycle, an audit, a system cutover. Our professionals run the routine data work through AI workflows, so they are productive from week one instead of ramping up on manual process, and the engagement scales back down once the peak passes, with no long-term hire required.

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Audit Readiness

Gets a company's books into the shape an auditor expects: a clean chart of accounts, historical transactions remediated to GAAP, cash-basis books converted where needed, and balance sheet reconciliations built out and documented. Our team accelerates the transaction-level remediation and reconciliation work with AI workflows, so a company can get audit-ready cost-effectively and on a defined timeline, whether that's ahead of a first audit, a PE acquisition, or a lender requirement.

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Platform Finance

Built for PE-backed platform companies running a roll-up strategy. We act as the full finance back office for the platform and carry each add-on through the entire deal cycle: QoE, post-close support, systems integration, accounting remediation, sales tax remediation, and ongoing CFO and controllership, with income tax compliance included. Because the same team runs the diligence, the integration, and the monthly close, nothing is lost in a handoff, and each acquisition lands on the platform's systems reconciled to the databook it was underwritten on. Our team runs the routine work through AI-enabled workflows, so the platform gets institutional-grade finance coverage across every add-on without building the function in-house.

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