Intermediate

Post-Merger Integration (PMI) Finance Roadmap

Plans the first 100 days of financial system and policy integration after an acquisition.

Develop a 100-day Finance Integration Roadmap for the merger of {acquirer} and {target}. Detail the steps for: 1. Chart of Accounts (COA) mapping, 2. Treasury and bank account consolidation, 3. Closing the first combined month-end, and 4. Harmonizing the {policy_name} policy.

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Moves away from hourly billing to a fixed-fee model based on results.

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Master Service Agreement (MSA) for Consulting

A long-term legal framework for ongoing advisory relationships.

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Values commercial real estate holdings based on capitalization rates and net operating income.

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