Finance Integration

February 2013
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Finance Integration: Aligning the financial compass of a deal

At a glance

Integration success is critically dependent on an effective finance function to deliver business insight, help ensure compliance and controls, and create operational efficiencies for capturing deal value across the organization.

Integrating business operations and systems, maintaining common controls, providing accurate and consistent financial reporting, ensuring tax compliance, and establishing interim legal structures and business processes are common finance integration activities.

In conducting these activities, newly combined companies obtain the flexibility they may need to grow and thrive.

When combining two of anything — let alone two things as dynamic and complex as living, breathing companies -- you first need to agree on a shared purpose, set common goals, and learn how to work as one to achieve results. But none of this is possible without ensuring that people who comprise the two organizations can understand one another and speak the same language.

This paper outlines critical steps that companies should consider in their efforts to capture deal value while working through finance integration challenges. It addresses specific and relevant issues for the Finance function by progressing through the PwC integration process steps of setting the course, planning for and executing day one, and designing and maximizing the future state.

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