Manufacturing co. must “make” data a priority pre-sale

Picture this...

You’re a specialty manufacturing services company preparing for a sale. To support the investment thesis, you need to highlight the right data to demonstrate your growth story. The good news is that you have a good story to tell: you’ve grown organically and through multiple acquisitions. The bad news the data to tell that story isn’t consolidated: it resides in a variety of disparate systems and needs to be consolidated into a single source of truth.

You turn to Accordion.

We integrate your historical financial information and create an entity and business unit views of the P&L. To do this, we:​

• Create a unified general ledger account mapping structure across multiple entities and ERP instances, obtain and incorporate historical financial data, and decode and transform historical project cost data to create a margin breakout by cost category.​
• Build a comprehensive data model in Power BI to transform transaction-level data into multiple P&L and KPI views.​
• Implement functionality to automate the model moving forward to facilitate transaction diligence.

Your value is enhanced.

You can tell your growth story with ease and accuracy. With a dynamic, robust, and easy to update data model, you now have insights on detailed margin analysis and historical trends across multiple levels of the business and P&L. This can be used as an operations tool and to generate increased external requests, crucial during a potential transaction.