What We Do

  • IPO readiness assessment

  • SEC reporting infrastructure design such as 10-K, 10-Q, 8-K processes and templates

  • SOX readiness and internal controls framework development

  • Investor-facing financial model and narrative development

  • Public peer benchmarking and financial presentation support

  • SPAC transaction financial reporting support and SEC compliance assistance

What we do

  • IPO readiness assessment

  • SEC reporting infrastructure design such as 10-K, 10-Q, 8-K processes and templates

  • SOX readiness and internal controls framework development

  • Investor-facing financial model and narrative development

  • Public peer benchmarking and financial presentation support

  • SPAC transaction financial reporting support and SEC compliance assistance

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.

• Business Systems & Transformation

REIT

Integrating Finance Operations Following a Complex Acquisition

Accelerated Integration

Unified accounting operations under an aggressive timeline

Stronger Finance Operations

Improved processes, reporting, and financial consistency

Alliance provided experienced accounting and finance support to help a REIT integrate a newly acquired family-owned business operating on different systems, processes, and accounting practices. Working within an aggressive timeline, Alliance helped align financial operations, establish consistent processes, and support a smoother transition while allowing the internal team to remain focused on critical day-to-day priorities.

REAL ESTATE

• ACCOUNTING ADVISORY

ENERGY COMPANY

Strengthening Financial Readiness for a Critical Capital Raise

Reduced Risk

Stronger accounting processes and controls

Greater Readiness

Improved capital raise preparation

Alliance provided senior-level accounting support to help a growing energy company strengthen financial processes, controls, documentation, and reporting ahead of a capital raise. The engagement reduced financial risk, improved the quality and consistency of investor-facing information, and increased speed to market without overburdening the internal team.

ENERGY

• ACCOUNTING ADVISORY

PUBLIC Consulting Firm

Saved 60 Hours Per Month: Leveraging AI to Drive Automation

GL Manager

Interim Support

60 Hours Saved

AI Automation

What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.

GovCon

Public company standards require public company infrastructure.
Let’s build it together.

Frequently Asked Questions

Most experts say 18 to 24 months before the target filing date. In practice, many companies start later and spend the final months in crisis mode. Alliance helps companies get ahead of the readiness curve by building the reporting infrastructure, controls, and capabilities that public company life demands before the scrutiny of the IPO process begins.

The quality and timeliness of financial reporting, credibility of the financial model and forecasting process, strength of internal controls, and the caliber of the finance leadership team. Alliance helps companies build confidence across all four of those dimensions, so the finance function is an asset in the IPO process, not a concern.