Add-On Acquisition Readiness Part 2

With studies by Deloitte revealing that over 50 percent of acquisitions don’t achieve the expected ROI or value, businesses face a formidable challenge. How can organizations better prepare their acquisition strategy to beat the odds? 

In this on-demand webinar, our panel of experienced leaders (who have been involved in hundreds of acquisitions combined) explore the benefits, challenges, and key considerations for a financially successful acquisition. The panel includes:

– Trey Chambers, CFO of Idera (backed by TA Associates)
– Keith Collins, Managing Director with Seaside Equity Partners
– Chris Hartenstein, VP of Client Solutions with Consero
– Michael Foley, VP of Finance for Consero and Previously Experlogix, Therapy Brands

The panel will cover:

– Market Outlook Predictions
– Keys to a Successful Acquisition/Indicators of Challenges
– Consero’s Role in Supporting Acquisitions
– Target Selection and Due Diligence
– Integration Strategies and Checklists
– Considerations Related to Human Capital

Consero FaaS: Disrupting the Outdated Traditional F&A Model

  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons