M&A transaction advisory

Deliverables

Purchase accounting support
Opening balance sheet walk-across
Cash-to-accrual adjustments
Working capital adjustment support
Post-merger integration accounting

Relevant frameworks

ASC 805, 606, and 842 transaction implications
GAAP and IFRS reporting frameworks

When CFOs call us

Signing to close
Purchase accounting planning
Post-close integration
Earn-out disputes

We support sponsors, portfolio companies, strategic acquirers, and management teams on the accounting and finance issues that follow a signed letter of intent. The work is designed to be useful after close, when the purchase accounting, working capital, reporting, and integration consequences become operational.

Our transaction support bridges purchase accounting, opening balance sheet preparation, cash-to-accrual conversion, working capital adjustment mechanics, and post-close reporting so finance teams can move from transaction documents to sustainable reporting.

Transaction support

Opening balance sheet walk-across and purchase accounting readiness
ASC 805 business-combination support and fair value coordination
Working capital adjustment support and post-close dispute assistance
Day-1 and Day-2 accounting, reporting, and integration roadmap development
Earn-out, contingent consideration, rollover equity, and complex consideration support

Related client work

Representative case studies.

ASC 805 Transaction Accounting

Offerpad

iBuyer / Residential Real Estate Tech Public Company

Rivers & Moorehead has supported Offerpad through public-company transaction accounting, in-substance vesting analysis for rollover equity, equity award replacement under ASC 805 and ASC 718, embedded derivative analysis under ASC 815, and ongoing SEC-reporting support. R&M continues to advise on freestanding financial instruments and mezzanine equity classification.

View case

Serial Acquisitions

GPS Insight

Fleet Management Technology PE-Backed

R&M prepared ASC 805 purchase accounting for multiple GPS Insight acquisitions, ASC 606 revenue recognition and COGS analyses, goodwill reporting-unit determination, and annual financial-statement preparation.

View case

ASC 805 Serial M&A

Qoros Health

Healthcare Management Platform PE-Backed

R&M provides comprehensive technical-accounting support spanning ASC 805 serial-acquisition purchase accounting, intercompany / consolidation process assessment, ASC 606 revenue recognition, ASC 718 stock-comp, ASC 326 CECL adoption, and financing transaction analyses.

View case

Consolidation Preparation

Reroof Partners

Residential Roofing Rollup PE-Backed

R&M provided Reroof Partners with consolidation workbook preparation, intercompany process assessment, ASC 805 acquisition accounting, ASC 606 revenue recognition memos for roofing services, and audit readiness services.

View case

FAQ

Common questions.

What does M&A transaction advisory include?

The scope is tailored to the matter. Common deliverables include purchase accounting support, opening balance sheet walk-across, cash-to-accrual adjustments, working capital adjustment support, and post-merger integration accounting.

When should a finance team call Rivers & Moorehead for M&A transaction advisory?

Teams typically reach out when they need support with signing to close, purchase accounting planning, post-close integration, and earn-out disputes.

What standards or frameworks does this work consider?

Depending on the facts, the work may consider ASC 805, 606, and 842 transaction implications and GAAP and IFRS reporting frameworks.

Does Rivers & Moorehead provide audit or tax services?

No. Rivers & Moorehead is not a certified public accounting firm and does not provide attest, audit, review, compilation, or tax services. The firm works alongside management and external advisors on accounting advisory and valuation consulting matters.

Engage

Ready to scope m&A transaction advisory support?

We respond within the business day. The first conversation is always with a partner — not a BD team.

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