AI workflows for mergers and acquisitions.
Buying, selling or combining businesses: diligence, deal records and integration preparation.
Who does this work
- Corporate development manager
- M&A analyst
- Integration manager
Updated
Examples of the workflows identified
- Prepare the investment committee memoIllustrative
- Support quality of earnings adjustmentsIllustrative
- Prepare the integration plan for an acquired businessIllustrative
- Screen acquisition targets against the investment criteriaIllustrative
The workflows identified
Marked illustrative: an example of the work, identified, with no workflow template yet.
Prepare the investment committee memoDrafts the factual sections, terms table and evidence index for an investment committee, separating verified findings from deal-team assumptions.Illustrative · not built yet
Support quality of earnings adjustmentsGives the deal team an adjustment schedule tying each proposed earnings adjustment to ledger entries, management explanation and missing support.Illustrative · not built yet
Prepare the integration plan for an acquired businessSets out the first-day and first-hundred-days integration steps across people, systems, customers, suppliers, finance and contracts, with owners, dependencies and open decisions.Illustrative · not built yet
Screen acquisition targets against the investment criteriaScores a list of possible targets against the agreed acquisition criteria from supplied company data, with the evidence behind each score and the facts still unknown.Illustrative · not built yet
Workflow templates
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Where to go next
All of finance and accountingEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.
Other areas of finance and accounting
- Account reconciliations
- Accounting
- Accounts payable
- Audit and controls
- Billing and invoicing
- Billing, receivables and collections
- Bookkeeping
- Budgeting and variance analysis
- Collections and payment disputes
- Cost accounting
- Financial planning and analysis
- Fund administration and portfolio reporting
- Investor relations
- Medical billing and insurance claims
- Month-end close
- Payroll
- Pricing and margin analysis
- Tax
- Treasury and cash
Finance and accounting workflow templates by industry