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Case Studies

Supporting Acquisition and Financial Integration for an Appraisal Company

Supporting Acquisition and Financial Integration for an Appraisal Company

Situation

MMG provided supporting acquisition and financial integration for a private equity client acquiring an appraisal company. From the outset, the buyer needed a clear financial foundation to integrate the business and transition it into a private equity operating environment.

However, the company required accurate opening balances, proper lease and intangible accounting, and support navigating new reporting expectations. At the same time, internal leadership needed guidance to manage post-close financial integration effectively.

Solutions
1

Prepared Opening Balance Sheet and Working Capital True-Up

MMG calculated the opening balance sheet and completed the net working capital true-up to establish a clean financial starting point post-acquisition.
2

Supported Technical Accounting Requirements

MMG assisted with ASC 842 lease schedules and prepared intangibles amortization schedules to ensure accurate and compliant reporting.
3

Provided Controller-Level Guidance and Mentorship

In parallel, MMG worked closely with the company’s controller, providing hands-on guidance around private equity reporting standards, expectations, and processes.
Results

As a result of MMG’s work, the client completed supporting acquisition and financial integration with confidence. Moreover, accurate reporting and technical accounting support reduced post-close risk and improved financial clarity.

Ultimately, strengthened internal accounting capabilities enabled leadership to manage the newly acquired appraisal company effectively.

Balances

Clean post-close setup

Compliance

ASC 842 supported

Mentorship

Controller-level guidance

Acquisition On-boarding and Exit SupportFractional AccountingBio-Tech / Startups
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