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First 100 Days
Post-Transaction Finance Support
The first 100 days after a transaction bring immediate pressure on the finance function. Leadership teams need to stabilize accounting operations, strengthen reporting, and address the gaps that can slow momentum after close. From Day 1, we help put the structure in place to deliver reliable, investor-ready financials that meet the expectations of private equity sponsors, lenders, and boards.
Our Core Capabilities
Post Transaction Support
We set up your opening balance sheet, verify working capital, and handle all key fair value adjustments. We also work directly with valuation firms to complete purchase price accounting smoothly and accurately.
Accounting Advisory
We upgrade your books to GAAP, streamline your chart of accounts, and put a solid monthly close process in place. We define key accounting policies, build a 13-week cash flow cadence, and make sure you're ready for audits and compliance reviews.
Financial Advisory
We deliver clean reporting packages with KPIs, variance insights, and lender-ready financials. We build dashboards, budgets, and re-forecast models—all tied to your GAAP numbers—and support board and investor updates with reliable, consistent data.
Ongoing Managed Support
We deliver interim or ongoing accounting leadership, keep your month-end close on track, and pinpoint future tech and staffing needs. Then we transition your team into a strong, steady-state model beyond Day 100.
Why Support Matters in the First 100 Days
The first 100 days after an acquisition are critical. Decisions made during this window set the tone for financial accuracy, operational efficiency, and investor confidence. With expert support, you can clean up legacy systems, ensure compliant reporting, and establish strong processes from Day 1. So your team hits the ground running and avoids costly mistakes down the line.
Our Approach
From Day 1 to Investor-Ready
Discover
We start by understanding the business, the transaction, and the priorities for the first 100 days. This is where we uncover what matters most and lay the groundwork for success.
Design
Next, Next, we develop a plan tailored to your goals and timeline. Every engagement is built around the realities of your business, nothing cookie-cutter.
Deliver
Then we get to work. We measure progress, adjust as needed, and stay aligned with your team through Day 100.
Why Choose Out of the Box Technology?
Who We Are
For more than 35 years, we’ve helped businesses navigate growth, change, and increasing complexity. Today, our team supports over 500 active clients across industries like CPG, services, and real estate, with a team of 60+ professionals across the U.S., concentrated in key markets.
Who We Work With
We support growing lower- to mid-market businesses ($5–$100M revenue), private equity firms, search funds, and family office portfolio companies, as well as bankers, CPAs, and advisors who need a trusted partner for their clients.
Your Next Step: Strategic CFO Support
Need ongoing financial leadership beyond Day 100? Our Fractional CFO services provide strategic guidance to keep your company on track.
Once the first 100 days are complete, sustaining momentum is key. Our Fractional CFOs provide ongoing financial strategy, reporting oversight, and growth guidance, so your company stays investor-ready and future-proof.
General Financial Consulting
We go beyond the first 100 Days
Outsourced Accounting Services
OOTB's outsourced accounting services take the burden of monthly close, financial reporting, and accounts payable and receivable off your team's plate. You get accurate, up-to-date books without the cost of building an in-house accounting department, plus the flexibility to scale support as your business grows.
Data Migration Services
Seamlessly transition your data with our expert Data Migration services. At Out of the Box Technology, we ensure that your critical data is transferred accurately and efficiently from one system to another, minimizing downtime and reducing the risk of data loss.
QuickBooks Support & Training
Maximize your efficiency with QuickBooks. Whether you need setup, customization, or training, our certified QuickBooks experts help you get the most out of your accounting software.
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