Integration Playbook – Finance

  • Description

      Reaching the strategic goals of an M&A transaction requires excellent financial reporting and consolidation of information across many areas. The areas of focus for financial integration between Buyer and Target are numerous and must be understood to ensure value creation.

      The M&A Financial Playbook includes:

      • Opening/Closing Balance Sheet, Financial Statement Consolidation, Tax Planning & Structuring, Obligations, Claims, Procurement, Treasury, Business Data Migration;
      • Example sub-categories to consider in each business area;
      • A comprehensive range of tasks for each business area sub-category & clear guidance steps.

      *Note: This Playbook is available with Midaxo at an additional cost. This playbook is included in the Comprehensive Post Merger Integration Playbook.

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