Firmwide

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.

OFFERING OVERVIEW

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.

Included capabilities

Post Close: QoE Roll Forward

The pre-close databook, carried forward instead of left behind at close.

Rolls the pre-close databook forward through the close date to support all subsequent post-close work.

Post Close: Closing Statement

Purchase price finalized on the timeline your purchase agreement requires.

Finalizes purchase price per the purchase agreement following close.

Post Close: Purchase Price Allocation

ASC 805 opening entries prepared by the team that already knows the numbers.

ASC 805 opening balance-sheet journal entries for the acquiring entity.

ERP Provisioning

Your new accounting platform, configured and ready before day one.

Stands up a new ERP or accounting platform instance for the client: legal entity setup, admin access, fiscal year and period setup, and base settings required before data or users can be onboarded.

Systems Migration

Your systems migrated onto the new platform without losing a beat.

Migrates a company from its existing finance systems onto a parent company’s platform or a newly selected platform, using the relevant data migration and remediation capabilities.

Accounting Master File Set Up

A chart of accounts and close process built to run the same way every month.

Designs the chart of accounts, policies, and repeatable close on Exbo systems and templates.

Financial Model Set Up

A three-statement model built for how your board actually plans and forecasts.

Three-statement model tailored to the business for forecasting, scenario analysis, and cash planning.

Ongoing CFO

A true CFO owning your model, your board deck, and your investor relationships.

Embedded CFO / VP Finance owning modeling, budgeting, cash runway, board reporting, and investor relationships.

Ongoing Controllership

GAAP financials closed on time, every month, with the reconciliations to back them.

Owns GAAP accounting and the monthly close with audit-ready output and reconciliations across the balance sheet, bank, and payroll.

Income Tax Compliance

Federal and state filings, on calendar, every year, without the year-end scramble.

Annual federal and state filings with calendar management, estimates, and extensions.

Sales Tax Remediation

Full-cycle remediation that protects the purchase price at your next raise or exit.

Full-cycle sales tax remediation for each add-on: exposure analysis across jurisdictions, a 50-state compliance roadmap, voluntary disclosure agreements, and automated sales-tax software set up inside the billing and ERP systems.