Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.
Bolt-on acquisitions fail in finance integration more often than they fail in operations. Chart of accounts misalignment, intercompany setup gaps, reporting consolidation delays — these are the problems that surface at the first combined month-end close and create credibility damage with the sponsor that takes quarters to repair. This checklist covers the first 30 days from close-date actions through the first month-end close — the integration proof point sponsors watch most closely. Twenty-six tasks covering chart of accounts alignment, intercompany setup, reporting consolidation, and the first combined close. I built it for CFOs and integration leads at PE-backed platforms executing bolt-on acquisitions who need a repeatable integration sequence rather than an ad hoc project plan rebuilt from scratch each time. The design is deliberately narrow — 30 days, finance only — because the first month-end close is the single highest-leverage integration milestone.
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
30 days of email support directly with the contributor for setup and configuration questions.
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.