PwC Deals reimagines Step Plan operationalization with AI

New AI powered capabilities drive Step Plan analysis and elevates operationalization at speed. 

For organizations navigating strategic deals and transformations including acquisitions, reorganizations and divestitures, Step Plans can include thousands of transactions that impact Tax, Finance, Controllership, Treasury, and Legal and require careful interpretation. PwC is now applying advanced AI capabilities while preserving the expertise and judgment our clients rely on. 

Our teams can now help transform dense, complex Step Plans into structured, analysis-ready workbooks with greater precision and consistency. Instead of manually pulling every detail, we leverage AI to extract transactions, classify them, and enable teams to quickly operationalize and enable deal execution.  

PwC has also infused its deals accounting expertise into a proprietary AI assistant that can help accelerate finance and accounting by identifying relevant transactions in the Step Plan to derive the accounting journal entries. Beyond accounting and tax execution, successful deal outcomes require rigorous legal entity operationalization.  

Each step in the plan must be translated into concrete operational actions across contracts, employee transfers, supply chain flows, ERP configurations, treasury structures, and bank accounts to help make sure the right activities occur in the right legal entity at the right time. This includes novating or assigning customer and vendor contracts, migrating employees and benefits, re-routing intercompany and third-party supply chains, reconfiguring ERP ledgers and reporting hierarchies, and establishing or modifying banking and cash management arrangements.  

When these actions are not tightly aligned to the legal entity changes defined in the Step Plan, organizations face execution delays, control gaps, and heightened Day One and close risk. AI-enabled analysis helps teams systematically identify and coordinate these downstream impacts, enabling faster, more controlled legal entity stand-up and separation. Our specialists can now focus their time where it matters most — validating insights, applying judgment, and advising clients through critical decisions across various functions. 

What this means for clients 

• Faster turnaround times — historically manual processes can now be completed in a fraction of the time, enabling organizations to move at deals speeds 
• Greater accuracy and consistency — structured outputs help improve quality control and reduce variance 
• Simplifies Step Plan Operationalization —  analysis helps increase understanding and streamlines downstream processes at speed 
• Scalable support — our teams can handle high-volume or complex transactions without compromising quality 
• Accelerated close readiness — enhanced analysis supports rapid execution of organizational changes, helping organizations transition seamlessly from deal planning to operational reality 

PwC’s continued investment in AI-enabled delivery means clients benefit from faster insights, more reliable outputs, and more efficient support, all underpinned by the rigor and expertise that define our Deals practice. Connect with us to explore how PwC’s technology-enabled approach can help bring greater speed, clarity, and confidence to your strategic transformations.