In the first 100 days following a transaction, it is critical that your organization establish a strong cadence for a new partnership and generate immediate financial visibility to be able to execute on strategic initiatives. Through our post transaction FORWARD™ Program, we provide a roadmap and hands-on dedication to elevate the existing processes and ensure stakeholders have financial clarity right out of the gate.
FORWARD Program for Post-Transaction Finance
- Closing and Opening Balance Sheets: With help from our team, prepare a GAAP-compliant balance sheet and supporting schedules, along with ASC 805 fair value purchase price allocation studies to ensure a seamless audit process.
- Post Close Obligations: Access support for the preparation of a closing working capital statement and compliance with lending reporting requirements and loan covenant calculations.
- Monthly Close & Financial Reporting: Develop and enhance GAAP-compliant month-end close processes, prepare management, investor, and/or lender reporting packages and MD&As as well as traditional weekly/monthly operating dashboards, including 13-week cash flow forecasts with our team.
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