Register 2 months in advance and save $1,000.
|
Workstream |
Day 1 Deliverables |
Day 1 Preparation |
|
Finance |
Organization Structure |
Detailed employee census, access to Acquired Co. leadership |
|
Finance |
Seamless day 1 |
Access to Acquired Co. systems and analysis of how they do things, review change in control |
| Finance
|
Change in control |
All change in control issues and potential challenges resolved (Banking, Insurance, etc) |
|
Finance |
Tax management |
Review staffing, Acquired Co. & Acquirer practices around tax (payroll, S&U, income, property) |
|
Finance |
SOP for finance |
Limits of authority, accounting methodology/framework, month-end procedures & etc. |
