Build Financial Control After Close
Xpertegic helps PE-backed companies align accounting, tax, treasury, controls, and reporting so the combined business has clean numbers, clear cash visibility, and stronger execution after close.
The Finance Function Becomes the Control Tower
After close, finance is where deal assumptions become real numbers. The CFO team needs to protect cash, close the books, manage reporting, support tax and treasury decisions, and track whether integration value is actually being captured.
Finance Workstreams That Reduce Risk
We support the CFO and finance team across the workstreams that matter most during post-merger integration, from Day 1 readiness through steady-state operating rhythm.
Accounting
Align close calendars, reporting processes, account ownership, and finance operating rhythm.
Purchase Accounting
Support purchase price allocation readiness, opening balance sheet coordination, and required finance inputs.
Business Controls
Strengthen controls, approval workflows, financial governance, and risk visibility across the combined company.
Tax
Coordinate tax workstreams, entity considerations, compliance needs, and post-close tax planning support.
Treasury
Improve cash visibility, banking coordination, liquidity planning, and working capital discipline.
CFO Leadership Support
Help finance leaders prioritize the highest-risk issues, align with the IMO, and report progress clearly to sponsors and management.
Stabilize. Control. Track Value.
Our CFO integration approach is built to keep the business moving while giving leadership the financial clarity needed to make better post-close decisions.
Pre-Close
Focus: Identify finance risks, Day 1 needs, reporting gaps, and control issues.
Output: CFO integration plan, Day 1 checklist, and finance workstream roadmap.
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Managing the complete transaction lifecycle through disciplined origination, execution, and seamless integration.