Tag Archives: Mergers Acquisitions & Divestitures

Complexities of Separating Data in an ERP Environment

In an Enterprise Resource Planning (ERP) environment, multiple organizations can exist within a single instance. How does the data belonging to these organizations co-exist, and what are the challenges that companies face when they have to separate the data based on business reasons? With a focus on Oracle® E-Business Suite (EBS), this session will explore the best ways to address complexities in ERP environments to achieve success when separating data.

Six Post Merger Integration Steps that Add Value to M&A

In Part I of this two-part series we looked at why nearly 90% of mergers go awry and what must be done to ensure that M&A deals achieve maximum value. As discussed previously, regardless of merger type (coexistence, absorption, or synthesis), priority should be given to customer-facing processes vital for supporting the company’s customer service, vendor/distributor […]

Mergers and Acquisitions: Realizing the Value

There are few things that generate excitement and speculation like the announcement of a business combination. Almost without exception, the management promise of every merger and acquisition is to increase stakeholder value. However, it seems that this is not what typically happens. As evidenced by a 2019 survey by Deloitte, 40 percent of survey respondents […]

Six Sequential Steps of Post-Merger Integration to Ensure Maximum M&A Value

Follow this sequence of post-merger integration steps that focus on core processes to achieve maximum value for your merger or acquisition: Align calendars and charts of accounts with acquiring company. You will need to do consolidated reporting shortly after the merger (usually within 90 days). Having the same calendar and chart of accounts makes sure […]

Breakin’ Up is Hard to Do

There are many reasons for separating data – each has its own challenges and business considerations. The first step in the process is to determine the business requirement, then find the relevant data, determine the criteria for filtering the data out, and determine what happens to the filtered data. Suppose for example, that you want […]

What Would Happen if You Sold Part of Your Business?

Deciding what information to share and what information to keep private is one of the most critical decisions companies face when they decide to sell part of the company.  Sharing too much information allows competitors to identify advantages to use against the parent company.  Keeping irrelevant information may result in unnecessary costs, such as excess […]

Unethical Practices Spoil the Value of Mergers, Acquisitions, and Divestitures

The acquisition has been announced. Company A is going to sell the B part of its business to Company C. The entire organization is trying to complete the close in a very short window. The regulatory team needs to file all the paperwork set up the new legal entities and the change in ownership. The […]

Thinking About Selling Part of Your Business – Accounting Treatment of the Costs

Under FASB 141-Business Combinations, prior to 2009 merger and acquisition (M&A) transaction costs could be capitalized and recorded as part of the purchase price. Effective in 2009, FASB 141-R Business Combinations (later codified as ASC-805-10) mandates that direct M&A transaction costs now need to be treated separately from the business combination and expensed as occurred.  […]

But I Did What I’ve Always Done and Ended Up Over Budget and Under Expectations

Automation continues to transform whole industries – and finance and audit are no exception. Specific to the financial audit, most of the high-volume, routine, non-judgmental activities in real time are being transformed by software, leaving audit professionals more time to do what they do best: analyze results and make expert judgement calls. This webinar focuses on the framework and standards under which audits are currently conducted, and will showcase real-world examples where automation streamlines workflows to transform the entire audit process.

Merging Data: A Methodology

Automation continues to transform whole industries – and finance and audit are no exception. Specific to the financial audit, most of the high-volume, routine, non-judgmental activities in real time are being transformed by software, leaving audit professionals more time to do what they do best: analyze results and make expert judgement calls. This webinar focuses on the framework and standards under which audits are currently conducted, and will showcase real-world examples where automation streamlines workflows to transform the entire audit process.