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Closing & Integration

Align. Assess. Achieve.

A signed deal does not define success — proven results do. Reaching the closing table marks a huge milestone, but it is only the beginning of the journey. True success unfolds after the ink dries — when working capital flows, systems align, and the business performs as promised.

 

We help ensure that the promise of the deal translates into real-world outcomes. From true-ups to post-close integration, we align financials, operational expectations, and strategic objectives to give both buyers and sellers confidence that the deal delivers on its full potential.

Negotiation Support
 

We provide financial insights and analysis to strengthen your position during deal negotiations. By identifying key value drivers and potential risks, we help you achieve favorable terms and protect your interests. Our support ensures you enter negotiations with confidence and clarity.

Purchase Price Allocation
 

We assist in allocating the purchase price across assets and liabilities in accordance with generally accepted accounting principles. This ensures accurate financial reporting, compliance, and tax efficiency. Our detailed approach reduces risk and supports informed decision-making after the transaction.

Post-Close Integration Guidance
 

We guide companies through the critical post-acquisition period to ensure smooth operational and financial integration. Our team helps align processes, systems, and reporting while addressing potential challenges early. This support maximizes the transaction's value and accelerates business continuity.

Fractional CFO & Controller Support
 

We provide on-demand executive-level financial leadership to companies without a full-time CFO or controller. Our services include strategic planning, reporting, and financial oversight to drive growth and operational efficiency. This flexible support helps organizations maintain strong financial management without long-term commitments.

When We Say Experts,
We Mean Experts.

We have a dedicated team of professionals that has the in-depth experience, knowledge, and skill to bring new ideas and solutions to help you find long-term success. Below is a list of accredited associations our advisory team work with on a regular basis.

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We don’t just help you get to the table. We make sure you know what is on it — and how to own the conversation.

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