Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.
About This System
From WingettCo
A 30-day finance integration checklist for PE-backed bolt-on acquisitions. Covers 26 tasks from close-date actions through first month-end close — the integration proof point for the sponsor. Built for CFOs and integration leads at PE-backed platforms executing bolt-on acquisitions who need a repeatable integration sequence that hits the critical finance milestones sponsors expect in the first 30 days. Covers chart of accounts alignment, intercompany setup, reporting consolidation, and the first combined month-end close.
What's Included
- PDF checklist
- DOCX editable template
- 26-task integration sequence
- Close-date action items
- First month-end close checklist
- Sponsor proof-point milestones
WingettCo
WingettCo
Member since 2026
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