Financial accounting services for transactions
Fast and precise transaction accounting to accelerate your integration efforts.
The period following a transaction closing involves completion of a multitude of accounting and financial reporting requirements. Audit-ready, timely accounting and fully integrated financial reporting is a must.
What if you had a team of technical advisors with operational expertise who focused on managing your transaction accounting and financial reporting so you could focus on business strategy?
RSM’s transaction accounting team can quickly prepare closing statements and a GAAP-compliant, audit-ready opening balance sheet. We draw on our extensive experience with the post-close process to provide technical accounting, required valuations, purchase price allocation (PPA) and supporting documentation.
The RSM difference means unparalleled experience
4,500+
Private equity portfolio company relationships
2,800+
Private equity and venture capital client relationships
21
RSM works with private equity clients whose LPs include 21 of the largest 25 istitutional investors
RSM’s fast solution for your acquisition accounting needs
RSM’s transaction accounting team provides a systematic and scalable approach to meet your purchase agreement reporting and post-close financial accounting and reporting needs.
As we move through the post-close process, our focus on the transaction accounting frees up management’s time to focus on execution of their integration initiatives.
RSM’s financial accounting services for transactions
- Final closing statement, including identification of purchase price adjustments
- Validation of closing balances to ensure completeness and accuracy
- Supporting documentation to facilitate final buyer and seller negotiations
- Closing balance sheet adjustments including cut-off and cash to accrual conversions
- Assessment of compliance with applicable financial reporting standards
- Financial reporting remediation roadmap
- Identification of required purchase accounting adjustments
- Documentation of key transaction accounting considerations
- Purchase price allocation (PPA) valuation report
- Audit-ready opening balance sheet support
- Valuation and technical accounting advisors to support and respond to questions
- Financial statement preparation in compliance with board, stakeholder and lender reporting requirements
- Accounting policy development and integration
- Evaluation of complex accounting matters and technical memorandums
- Accounting process transformation
- Strategic finance, budgeting, and financial planning and analysis
- Equity management including maintenance of capital accounts and stock compensation valuations
Delivering measurable benefits to our clients
Enables management to focus on significant post-close operations and integration initiatives
Provides a systematic and scalable approach adjusted for deal-specific needs, aligned with level of effort and complexity
Serves as a reliable foundation for accounting policy and ongoing, high-quality and timely financial reporting
Enables an efficient, cost-effective, smooth year-end audit
RSM’s solutions throughout the M&A lifecycle
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