What We Do
Finance function integration planning and execution through people, process, and technology
Accounting policy harmonization by aligning two companies under a unified framework
Financial close harmonization
ERP consolidation planning and system integration (including NetSuite, Deltek Costpoint, and Unanet)
Chart of accounts rationalization and general ledger consolidation
Organizational redesign and role definition for the combined finance team
What we do
Finance function integration planning and execution through people, process, and technology
Accounting policy harmonization by aligning two companies under a unified framework
Financial close harmonization
ERP consolidation planning and system integration (including NetSuite, Deltek Costpoint, and Unanet)
Chart of accounts rationalization and general ledger consolidation
Organizational redesign and role definition for the combined finance team
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
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
PRIVATE COMPANY
One Company, One ERP, One Operating Model: Post-Acquisition Integration Delivered
100%
Integration delivered on time & within budget
1
Unified operating model achieved
Operating on two separate ERP systems with misaligned processes post-acquisition, a technology and professional services firm needed to fully unify its people, process, and technology. Alliance led the integration end-to-end, delivering ERP consolidation, project management, and a scalable unified operating model on time and within budget.
TECHNOLOGY & PROFESSIONAL SERVICES
• 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
Post-acquisition integration is where deals succeed or fail.
Let’s make yours succeed.
Frequently Asked Questions
Three most common finance integration failures after an acquisition are taking too long to harmonize accounting policies, underestimating the complexity of integrating two close processes, and trying to run two ERP environments indefinitely. Each creates compounding problems in reporting quality, audit complexity, and/or finance team capacity. Alliance helps organizations move through integration faster and more cleanly than they typically would on their own.
Yes. Stalled integrations are common, and they’re almost always recoverable. The sooner you bring in support, the less it costs to fix. Alliance will assess where things stand, identify what’s causing the delay, and build a realistic path forward.
