S+H Consulting

Acquisitions Consulting

Our buy-side and sell-side services aim to maximize asset value, minimize risk, and execute initiatives. Our seasoned professionals implement an internally-developed acquisition playbook to integrate and onboard new assets, allowing leaders to focus on operational objectives.

SELL-SIDE
BUY-SIDE

Our Approach​

We understand how critical the early days of an acquisition are in ensuring a smooth transition and long-term performance. Whether sell-side or buy-side, we maximize value through finance and accounting transformations.

Sell-Side
Pre-Acquisition

We deliver transparent financials and metrics designed to maximize asset value in preparation for sale. Our consultants identify and remedy key areas of operational and financial inefficiencies to reduce friction and build trust. Our process empowers operators with visibility tools, establishes buyer confidence, and expedites diligence.

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Financial + Operational Data Visibility
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Granular Reporting
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Accurate Close + Reporting
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Financial Forecasting
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Databook Preparation
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Addback Discovery
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Cash Forecasting
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Working Capital Tracking

Sell Side
Pre-Acquisition

We deliver transparent financials and metrics designed to maximize asset value in preparation for sale. Our consultants identify and remedy key areas of operational and financial inefficiencies to reduce friction and build trust. Our process empowers operators with visibility tools, establishes buyer confidence, and expedites diligence.
+
Financial + Operational Data Visibility
+
Granular Reporting
+
Accurate Close + Reporting
+
Financial Forecasting
+
Databook Preparation
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Addback Discovery
+
Cash Forecasting
+
Working Capital Tracking

Buy-Side
Post-Acquisition

We utilize a proprietary playbook that outlines a path to achieve sponsor objectives beginning Day 1 post-acquisition. We bolt onto diligence and implement accounting and finance reporting, analysis, and execution programs that give smart leaders the tools they need to succeed.

Additionally, we establish the process for efficient and repeatable tuck-in acquisition integrations.

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Develop path to success for management
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Key performance drivers to achieve each objective
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Evaluate management teams’ ability to execute
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Implement a process to support functional leaders’ execution of their objectives
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Accrual process implementation
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Implement close process and timelines
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Align chart of accounts to reporting objectives
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Implement monthly operating and financial reporting, quarterly business review, and investment council reporting
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Implement cash flow forecasting (outlook and 13 week)
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Improve forecasting process
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Deliver KPI reporting aligned to value enhancement objectives
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Develop Power BI dashboards
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Evaluate management team
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Assess execution opportunities and risks in people, processes and systems
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Prepare purchase accounting workbook
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Prepare intangible and fixed asset valuation
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Record OBS in accounting systems

What Our Clients Are Saying

“Thanks to [S+H Consulting’s] help, our Accounting team is now self-sufficient. [They] originally joined us to help implement Business Central, but very quickly became an integral part of our team, helping us through a few acquisitions and audits, organizing and improving our month-end close process and teaching us best practices, along with many other one-off projects they proactively tackled all on their own.”

Apple Roofing, Controller
“I want to personally thank S+H Consulting for the fantastic diligence and investigation which has resulted in a favorable outcome for our company and our shareholders.”
Chief Executive Officer, ATX Networks

“S+H Consulting quickly addressed the issues and developed plans to deliver effective, value-add solutions.”

Chief Executive Officer, HCA Healthcare

Family of Companies

Knowledge Hub

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Close + Reporting Process Enhancement

Interim Controller + Acquisition Integration

Tuck-In Acquisition Integration

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