How do you integrate financials after an acquisition?

Post-acquisition integration typically requires standardizing the chart of accounts across acquired entities, aligning close calendars and policies, mapping legacy reporting into the parent's format, eliminating intercompany activity in consolidation, and rebuilding KPI dashboards so combined performance is comparable to pre-deal. Most integrations take 90–180 days to reach a clean monthly close on the consolidated entity.

What is consolidated reporting for a PE portfolio company?

Consolidated reporting combines the financial statements of a parent and all acquired subsidiaries into a single P&L, balance sheet, and cash flow statement — eliminating intercompany transactions to avoid double-counting. For PE-backed businesses, the board package usually adds segment reporting by business unit, covenant compliance tracking, and a rolling forecast tied to the investment thesis.

Case Study• 8 min read

Post-Acquisition Integration for PE Portfolio Company

After acquiring two competitors, a $35M services company faced integration challenges. We standardized reporting, accelerated close times, and built consolidated dashboards for the board.

By Ally Hormell, Founder & Fractional CFO

Business GrowthInstitutionalize Stage

Illustration for Post-Acquisition Integration for PE Portfolio Company — The Aligned Ledger insights article on Business Growth

After acquiring two competitors, a $35M services company faced integration challenges. We standardized reporting, accelerated close times, and built consolidated dashboards for the board.

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