Add-On Acquisition Readiness

Updated: December 5, 2023

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Rollups have emerged as a dynamic and increasingly popular approach to consolidating multiple businesses under a single entity.

In this discussion, Consero’s VP of Client Solutions, Chris Hartenstein, provides a comprehensive overview of add-on acquisitions, exploring their benefits, challenges, and key considerations for a financially successful implementation.

Whether you are a business leader, finance executive, or investor looking to explore rollup strategies, this webinar is your opportunity to gain valuable insights from industry thought leaders and experts. This presentation will:

  • Explore growth acceleration strategies
  • Discuss financial and operational considerations
  • Highlight successful, real-world rollup strategies

To learn more about Consero, visit us at: https://conseroglobal.com/request-a-c…

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Transformation
  • 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