What We Do
Interim accounting and finance leadership during deal periods
Pre-close financial reporting and analysis
Day-one readiness planning
Synergy identification, modeling, and early tracking infrastructure
Working capital peg analysis and support
Diligence data room financial support and CFO coaching
What we do
Interim accounting and finance leadership during deal periods
Pre-close financial reporting and analysis
Day-one readiness planning
Synergy identification, modeling, and early tracking infrastructure
Working capital peg analysis and support
Diligence data room financial support and CFO coaching
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
LARGE NATIONAL COMPANY
30+ Earnout Calculations Completed Including Cases Delayed for Over a Year
30+
Earnout calculations completed
1 Year+
Backlog cleared
A rapidly expanding national insurance brokerage faced a mounting backlog of complex earnout calculations, staffing shortages, and risk of reporting delays as acquisition volume surged. Alliance embedded with the M&A accounting team, standardized templates, and cleared the backlog, including highly complex cases stalled for over a year.
INSURANCE
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
Don’t let the deal overwhelm your finance function.
We’ll help you manage both.
Frequently Asked Questions
It covers the finance and accounting work that needs to keep moving while the deal is getting done and the planning that ensures day one goes smoothly. That includes interim finance leadership, financial reporting through the transition period, diligence support, and synergy planning.
