Post-Transaction Services

Immediately following a transaction, there are a number of items that business owners and lenders need to be planning for and aware of in order to create and secure value. Our team is able to work with private equity firms and family offices throughout the country to advise and strategize on every stage of the investment cycle.

See below for a list of the services we offer in the first 100 days following a transaction:

  • Opening Balance Sheet
  • Purchase Price Allocation (GAAP)
  • Development of KPIs
  • Monthly Financial Reporting Package
  • Business Process & Internal Control Optimization
  • Portfolio Company Integration
  • Strategy Development & Execution
  • 13-Week Cash Flow Modeling

Our Data Products & Strategy Team can help develop dashboards and reporting to track operational and financial performance metrics to keep a pulse on business performance and EBITDA as you begin a transition.

We will also make introductions to our Wealth Management team to assist you with financial planning, estate planning, and charitable giving.

Additional Post-Transaction Services

Whitley Penn can also assist with the following as well as many special projects that may need to be completed throughout the lifecycle of the transaction.

Data Products & Strategy

Our data products and strategy team is ready to help you gain insights into the success of the integration post-transaction.

Client Accounting & Advisory Services

Our team aims to scale with you providing outsourced services, and technology implementations.

Wealth Management

Once the business intricacies are handled, it is also important to focus on your own position following any transaction.

Meet the team

Frank Iannelli

Managing Director

Jake Baine

Senior Manager

Shane Miller

WPWealth Partner

We look forward to
working together

Submit the form to the right and a member of the team will reach out.

Questions? Contact an advisor.

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