What We Do
Carve-out financial statement preparation
Standalone cost identification and modeling
Separation planning and execution support
Pro forma financial statement preparation
Working capital baseline development for deal structuring
Buyer diligence support and data room financial management
What we do
Carve-out financial statement preparation
Standalone cost identification and modeling
Separation planning and execution support
Pro forma financial statement preparation
Working capital baseline development for deal structuring
Buyer diligence support and data room financial management
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• MERGERS & ACQUISITIONS
PRIVATE COMPANY
PCAOB Audit and SEC Proxy Filing Delivered in 8 Weeks for a Private-to-Public Transaction
8 Weeks
All SEC deliverables completed
5
Alliance team members deployed
Preparing to be acquired by a publicly traded buyer, this technology and security company needed to meet PCAOB audit standards, reverse private company accounting alternatives, and deliver audited financials and MD&A for the acquirer's proxy, in eight weeks. Alliance led all technical accounting, audit readiness, and SEC reporting workstreams.
TECHNOLOGY & SECURITY
• MERGERS & ACQUISITIONS
PE-BACKED
Purchase Accounting, PPA, and 12 Months of Operational Stability Post-Acquisition
12+ Months
Operations stabilized
3
Support areas delivered (PPA, reporting, operations)
A newly acquired PE portfolio company needed to transition from legacy accounting practices, complete purchase price allocation, and build the reporting infrastructure required by its new sponsor. Alliance provided end-to-end support from PPA entries and technical memos to daily accounting operations and audit readiness.
PORTFOLIO COMPANY
• MERGERS & ACQUISITIONS
PE-BACKED
First-Year PE Audit Passed: Building a Finance Foundation Post-Acquisition
18+
Accounting areas documented
1st
PE audit completed clean
Following a private equity acquisition, this $150M platform needed to shrink a 20-day close, build internal controls, and prepare for a Big 4 first-year audit. Alliance redesigned the close process, evaluated ASC 606, prepared business combination memos, and built the documentation framework to meet PE reporting standards.
PROFESSIONAL SERVICES
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• AI & ANALYTICS
PE-BACKED
From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation
20 → 2-4 Days
Invoice processing time reduced
5
AI-powered solution components deployed
A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.
PORTFOLIO COMPANY
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
• HUMAN CAPITAL SOLUTIONS
NATIONAL FIRM
8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function
8
Professionals placed
<2 Weeks
Average time to deployment
Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.
PROFESSIONAL SERVICES
Carve-outs are complex, but having the right team
makes all the difference.
Frequently Asked Questions
When a business unit has always operated inside a larger organization, it doesn’t have standalone financial statements, which is the first thing a buyer will need. Shared costs, allocated overheads, intercompany transactions, and systems that are embedded in the parent all need to be untangled. Alliance specializes in building the financial picture a buyer expects to see, cleanly and on schedule.
We help organizations think through and execute on what it takes for the divested entity to stand on its own. That includes the financial statements, but also the systems, the processes, and the transition services that bridge the gap between close and true independence.
