Clarity and Stability
In the first 100 days following a transaction, establishing financial clarity and operational stability is essential. CBIZ’s Post-Transaction Finance solutions, including our proprietary FORWARD™ Program, provide hands-on support and expertise to help you optimize accounting and finance functions. From preparing GAAP-compliant balance sheets to developing detailed financial reporting and forecasting tools, we work closely with your team to build a strong foundation for future growth.
The FORWARD™ Program
Customized services to address critical financial needs during the post-close period.
Prepare GAAP-compliant balance sheets and supporting schedules to facilitate a seamless audit process.
Manage closing working capital statements and lending reporting requirements with expert guidance.
Develop enhanced month-end close processes and prepare comprehensive financial reports and forecasts.
Closing and Opening Balance Sheets
Prepare GAAP-compliant balance sheets and supporting schedules to facilitate a seamless audit process.
Our team supports cash-to-GAAP conversions and ASC 805 fair value purchase price allocation studies to ensure financial accuracy.
Post-Close Obligations
Manage closing working capital statements and lending reporting requirements with expert guidance.
We help calculate loan covenants and ensure compliance with lender reporting standards.
Monthly Close & Financial Reporting
Develop enhanced month-end close processes and prepare comprehensive financial reports and forecasts.
From dashboards to 13-week cash flow forecasts, our tools provide actionable insights for stakeholders.
Transactional Transformation
The post-transaction period is a time of immense opportunity and challenge. At CBIZ, we understand the pressures businesses face to deliver financial clarity and stability. Our FORWARD™ Program addresses common pain points such as inaccurate reporting, compliance requirements, and inefficient processes. Our tailored solutions optimize finance functions, enabling your organization to focus on strategic growth and long-term success.
Hands-On Support
CBIZ provides end-to-end support for post-transaction finance, helping businesses achieve operational stability and financial clarity. From closing statements to financial forecasting, we deliver the tools and guidance you need to succeed.
