M&A Finance

Finance and accounting has many responsibilities during an M&A integration including standardizing accounting policies, harmonizing budgeting and planning, making staffing decisions, consolidating and closing the books, and tracking integration synergies and costs.

Along with managing the additional integration workload, Finance has to continue to meet legal requirements and deliver timely and accurate data for decision making.

This section of the web site provides M&A integration finance plans, charters, checklists, synergy tracking tools, and best practices to help finance and accounting teams scope and plan their integrations and track progress. 

Finance Plans

Finance Checklists

Synergy Best Practices and Tools