Financial & Accounting Integration: Key Sub-Areas Overview PPT

This PPT slide, part of the 106-slide Complete Guide to Post-merger Integration (PMI) PowerPoint presentation, outlines the critical focus on Financial & Accounting (F&A) within the context of a new organization. It emphasizes the necessity for clear instructions and templates for financial reporting during the closing phase. The text suggests that comprehensive and accurate information is vital to minimize surprises that arise from inadequate reporting or missing data.

Nine sub-areas under Financial & Accounting are identified, each representing a key component of the integration process. These include:

1. Organization – Global/Local: This likely refers to the structuring of financial operations to accommodate both global and local requirements.
2. Hand-over from Due Diligence: This step involves transferring findings from the due diligence process, ensuring that relevant financial insights are integrated into the new structure.
3. Statutory Reporting and Group Accounting: This highlights the importance of adhering to legal reporting standards and consolidating financial data across the organization.
4. Follow-up of Due Diligence Findings/SPA Issues: This suggests a need to address any issues identified during due diligence related to the Stock Purchase Agreement.
5. Setting up the Opening Balance Sheet: Establishing a clear starting point for financial records is crucial for accurate future reporting.
6. Implement Buyer’s Corporate Accounting Principles: Aligning the new organization’s accounting practices with those of the buyer is essential for consistency.
7. Fulfillment of Local Legal Requirements: This ensures compliance with local regulations, which can vary significantly by jurisdiction.
8. Arrange Auditing: This step likely involves planning for independent reviews of financial statements to ensure accuracy and compliance.
9. The Buyer’s Corporate Governance Rules Set Guidelines: This indicates the establishment of governance frameworks that guide financial practices.

The slide effectively communicates the structured approach necessary for achieving financial sustainability in a new organization. Each sub-area plays a pivotal role in ensuring that financial operations are integrated seamlessly and operate within legal and regulatory frameworks.

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PMI Post-merger Integration Due Diligence Post-merger Integration Corporate Governance Sustainability Governance Compliance