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The Finance workstream in M&A carries more foundational decisions than any other function because every other workstream runs on the financial infrastructure.
Decisions should be made early to build an efficient, sustainable reporting process for the combined company and establish unified finance policies, a consolidated budget, and compliance with all external obligations including debt covenants, tax authorities, and jurisdictional reporting requirements. Other key decisions, preferably made before close, include how to consolidate accounting, manage treasury and tax, align FP&A and internal audit, and integrate billing, collections, supplier management, and accounts payable.