EveryBooks / Industries / Private equity & multi-entity / Post-acquisition integration
Private equity & multi-entity
Post-acquisition integration
Load the acquired company into the group ERP, tie it out to the diligence workbooks, and leave behind a playbook that runs faster on the next deal.
Who this is for. CFO or VP Finance of a private equity backed platform or roll-up, and the operating partner who has to report group numbers to the fund.
The problem today
Each acquisition arrives with its own ledger, its own chart of accounts and its own customer list. Group numbers take weeks to assemble, and the people assembling them are the only ones who know which adjustments are real.
The cost compounds. Every new deal adds another reconciliation, another mapping nobody wrote down, and another month where the board sees the group late. By the third or fourth add-on, integration has quietly become the finance team's main job.
What we deliver
History loaded into the group ERP
We move the acquired company's trial balance and transaction history into the parent's system, at the level of detail you actually need for comparatives. You decide how far back to go, and we tell you what each option costs before you commit.
One chart of accounts
Every acquired chart maps to the group standard, and the mapping is written down as a record rather than carried in someone's head. When a new entity arrives, the mapping is an input to the process instead of a fresh negotiation.
Customer and vendor masters unified
The same customer bought from two of your companies under two different names. We resolve those into one entity so revenue by customer and credit exposure mean something at group level.
Tie-out and sign-off workflow
Loaded balances are reconciled back to the diligence workbooks and the seller's closing statements, with a named person signing each tie-out. The evidence stays available for the auditor without a scramble.
A playbook agents repeat on the next deal
The steps become a documented sequence that agents run: extract, map, load, reconcile, flag exceptions for review. The second integration is faster than the first because the work was recorded, not just done.
What agents do, and what your team approves
What the agents do
Agents extract and stage the acquired data, apply the mapping, load it, run the reconciliation, and write down every exception and every adjustment they proposed.
What they never do
No balance is posted to the group ledger and no mapping is changed until a named person in your finance team approves it. The agent prepares, your controller decides.
Systems we work with
- NetSuite
- QuickBooks
- Dynamics GP
- Excel
From past work
What we have built
We loaded four acquisitions into the parent's NetSuite for a multi-entity services company, with each entity's history tied out to the diligence workbooks. The CFO now reports on the group as one business rather than assembling it by hand each month.
Questions we get
How long does one integration take?
A single entity with clean data and a straightforward chart is usually a matter of weeks. The variables that move the number are how much history you want, how bad the source data is, and how quickly the seller's team answers questions. We scope it before we start and tell you which of those three is driving the estimate.
Do you load full history or opening balances?
Both are defensible and the choice belongs to you. Opening balances are faster and enough if you only need forward reporting. Full history is what you want if the board expects comparatives or a future buyer will ask for trended numbers. We lay out the cost of each before you decide.
What happens with the next acquisition?
That is the point of the playbook. The mapping standard, the load sequence and the tie-out checks already exist, so the next deal runs through a process instead of starting over. Agents do the repeating parts and your team reviews the exceptions.
Can you work with the seller's accountants?
Yes, and it usually goes faster when we do. We handle the data requests and the follow-up questions so your team is not chasing a company it does not own yet.
Related
- ERP selection and migrationWe help you choose the right platform and move you onto it.
- Month-end close automationThe close runs on a schedule instead of on overtime.
- Due diligence readinessYour books are ready before the buyer starts asking questions.
- All Private equity & multi-entity workA platform grows by buying companies.
- How we workRead the books, design for agents, ship them, train your operators, then run and improve.