Post-Transaction Finance FORWARD Program

Post-Transaction Finance FORWARD Program

Post-Transaction Finance FORWARD Program

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.

Post-Transaction Finance FORWARD Solutions

  • 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.

Click the button below to view our two-pager on our Post-Transaction Finance FORWARD Program.

Clare Yuritch

Managing Director