More efficient operations. More opportunities.

Deloitte's Rapid Finance Diagnostic is a practical way for your private equity (PE) firm to see more challenges and opportunities for your portfolio companies more clearly. While you're focused on assessing value during a financial transaction, the due diligence period may not yield enough insights for an actionable plan that can earn a quick return on investment (ROI). This limited visibility can invite surprises and roadblocks later on. Explore how our financial operations assessment can optimize financial health and efficiency early in your portfolio companies' lifecycles.

Why Rapid Finance Diagnostic for finance operations

Gain insights to illuminate the hidden corners of financial operations using our Rapid Finance Diagnostic—a sophisticated process designed to spot inefficiencies and risks. By accelerating the materiality assessment of a portfolio company's financial and operational health, this diagnostic approach can allow private equity firms to shift from reactive problem-solving to proactive opportunity-seizing.

Benefits include:

  • Enhancing compliance by identifying issues early on
  • Boosting operational efficiency by spotting redundancies and unnecessary costs
  • Positioning companies for long-term growth

Post-acquisition: Approaches for strong financial integration

During the merger and acquisition (M&A) process, your firm can face challenges that may hinder value creation. One such pain point is often the accounting and finance readiness of portfolio companies, which may reveal major gaps only after the acquisition is finalized.

Your high-level assessment during M&A transactions may miss important details. This limited insight into the operational intricacies of your portfolio companies can leave your firm vulnerable to surprises.

  • Common issues
  • Consequences
  • Identify common challenges early

    • Lack of accounting expertise
    • Limited automation or technology utilization
    • Inadequate internal controls
    • Inefficient processes
    • Inaccurate forecasting

    With sound strategies and guidance, these gaps can be identified early and even transformed into opportunities for enhancement.

    Reduce possible issues down the road

    • Delays in financial close and reporting
    • Inefficient technology deployment/maintenance
    • Reduced confidence in financial statements
    • Unexpected audit challenges and associated costs
    • Higher operational costs

    With sound strategies and guidance, these gaps can be identified early and even transformed into opportunities for enhancement.

    See firsthand how early insights can drive ROI

    Deloitte's Rapid Finance Diagnostic provides your private equity firm insights as you evaluate finance and accounting functions of newly acquired entities for cost-effectiveness, agility, and the ability to produce reliable, timely information. These key elements form the essential template for strategic decision-making and value creation.

    Here's how it works:

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