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Situation

MMG provided integration support for add-on acquisitions at a homeowners association (HOA) management company as it completed multiple transactions throughout the year. During this period of growth, leadership needed a consistent and repeatable approach to financial integration.

However, each acquisition introduced new accounting structures and historical data challenges. As a result, the company required support to establish accurate opening balances and integrate new entities efficiently.

Instead, MMG focused on building a scalable integration framework that could support continued acquisition activity.

Solutions
1

Supported Quality of Earnings for Add-On Targets

MMG assisted with multiple Quality of Earnings reviews to help evaluate potential add-ons and identify financial risks before integration.
2

Performed Purchase Accounting and Opening Balance Sheet Preparation

Supported purchase accounting and prepared opening balance sheets to ensure each acquisition started with accurate financial foundations.
3

Delivered Ongoing Integration Support

Provided hands-on integration support to align accounting processes and streamline financial operations across the growing portfolio.
Results

As a result of MMG’s add-on integration support work, the client completed the integrations with confidence. Moreover, accurate opening balances and consistent processes supported reliable financial reporting.

Ultimately, the company established a scalable integration approach that strengthened financial operations and supported continued growth.

Add-Ons

Integrated across a growing HOA platform

Accounting

Clean opening balances

Scalable

Built for repeatable integration

Acquisition On-boarding and Exit SupportConsulting ServicesDue DilligenceB2B Services