You turn to Accordion.
We partner with your team to develop an enterprise-level view of sales, gross margin, SKU, KPIs by customer, and more. To do this, we collaborate with your sponsor, CFO, VP of Sales, CIO, and FP&A Team to create a KPI data cube. We:
- Refine ERP systems, ensure data integrity, and support financial reporting.
- Conduct management interviews to support the sell-side thesis and produce due diligence responses for sell-side quality of earnings effort and potential buyers.
- Develop a KPI data cube for in-depth sales analysis—covering customer churn, price volume mix by SKU, and granular sales/profitability metrics.
- Manage due diligence queries, improve the data cube for FP&A usage, and provide guidance for your FP&A team’s ongoing use of the new BI system.
Your value is enhanced.
You’re ready for a successful sale process (which is exactly what happens). Your management team now has the bandwidth and detailed visibility to readily answer due diligence questions from potential buyers. What’s more, going forward, you can leverage the KPI data cube to integrate future acquisitions and maintain transaction-level visibility into the business. You’re so happy with the results, you plan another engagement with us so that you can leverage your new data cube as the basis for a more robust BI system.