Post-Close Support
OFFERING OVERVIEW
The same team that ran your diligence carries the engagement through the first months of ownership: rolling the databook forward, finalizing the purchase price, preparing the purchase price allocation, and loading the target's data onto your systems. Because our AI-enabled process already restated the business at the transaction level during diligence, this work moves faster and more accurately than a new team starting from account-level records, and post-close books reconcile to the databook your investment was underwritten on.
Included capabilities
Post Close: QoE Roll Forward
Rolls the pre-close databook forward through the close date to support all subsequent post-close work.
Post Close: Finance Integration
Populates ERP templates (deferred/unbilled revenue, AR, vendors, customers, items) to load target data onto the platform.
Post Close: Closing Statement
Finalizes purchase price per the purchase agreement following close.
Post Close: Purchase Price Allocation
ASC 805 opening balance-sheet journal entries for the acquiring entity.
Ongoing TS
Continued post-close task support (for example, rolling a schedule forward) until a formal system integration occurs.
