GallanDigital™

PE bolt-on day 1 finance integration

30-day finance integration checklist for PE-backed bolt-on acquisitions. 26 tasks from close-date actions through first month-end close — the integration proof point for the sponsor.

Day 1 items complete before end of business on close date.

30-day integration tracker 26 tasks

Day 1: 7 critical Days 2–7: 8 tasks Days 8–30: 11 tasks

Phase	Focus	Timeline	Tasks	Status
Phase 1	Immediate actions	Day 1 (close date)	7	Critical
Phase 2	Financial access & control	Days 2–7	8	In progress
Phase 3	Integration architecture	Days 8–21	6	Upcoming
Phase 4	First close & reporting	Days 22–30	5	Upcoming

26 integration tasks 4 phases, 30 days Day 1 items time-critical PDF checklist

From wire to first close in 30 days

Four phases. Day 1 items complete before end of business on close date — no exceptions.

Day 1

Immediate actions

Close docs, bank access, vendor freeze, payroll, insurance, cards.

Days 2–7

Financial access

ERP access, chart of accounts mapping, AR/AP aging, intercompany setup.

Days 8–21

Architecture

Reporting cadence, EBITDA bridge, close calendar, budget alignment.

Days 22–30

First close

First month-end close on platform standards. Integration proof point.

✓ Day 30 = first close on platform standards

What the 30-day checklist covers

Four integration phases — financial control from close date through first reporting cycle

Day 1 — close-date actions (7)

Close docs, bank signatory transfer, vendor payment freeze, payroll notification, insurance verification, corporate cards, cash position.

Days 2–7 — financial access (8)

ERP/accounting system access, chart of accounts mapping, AR and AP aging snapshots, intercompany accounts, bank reconciliation baseline.

Days 8–21 — integration architecture (6)

Platform reporting cadence, EBITDA bridge setup, close calendar alignment, budget-to-actual mapping, consolidation structure.

Days 22–30 — first close (5)

First month-end close on platform standards. Flash report delivered. Integration exceptions documented on punchlist.

Is this for you?

Built for

CFOs and Controllers at PE-backed platform companies acquiring bolt-ons
PE operating partners overseeing add-on integration cadence
Integration leads managing financial workstream on bolt-on deals
Fractional CFOs deployed to manage the first 30 days post-close

Not designed for

Platform acquisitions (first-time PE entry — see the PE 100-Day Pack)
Mergers of equals (this assumes a parent platform already exists)
Non-financial integration workstreams (HR, IT, ops — this is finance-only)

What you walk away with

Day 1 financial control established — bank access, vendor freeze, cash position secured
Chart of accounts mapped to the platform standard within the first week
Reporting architecture installed — the new entity reports on the same cadence as the platform
First month-end close completed on platform standards — the integration proof point
Integration punchlist documenting all remaining items for follow-up

Pricing

Most common

Internal Use License

$249

Use within one PE firm or portfolio company. Unlimited bolt-on deals.

Complete 30-day finance integration checklist (PDF)
26 tasks across 4 phases with owners and due dates
Checkbox tracking for weekly integration standups
Reusable across every bolt-on acquisition
14-day refund window

Request Access

Consulting License

$899

Deploy at client engagements. White-label permitted.

Everything in Internal Use
Deploy at up to 10 client sites
White-label rights
Editable Word source file

Request Access

The problem this solves

Without this checklist	With this checklist
Day 1 financial actions are ad-hoc — items get missed when the deal team moves on	7 close-date items with owners — complete before end of business
The new entity runs on its own reporting cadence for months	Platform reporting architecture installed by Day 21
First month-end close is chaotic — nobody defined what "on platform standards" means	Day 30 close defined as the integration proof point with specific deliverables
Integration consultants charge $30K–$75K for financial integration workstreams	Self-service framework for $249 — reusable across every bolt-on

Frequently asked questions

How is this different from the PE 100-Day Pack?

The 100-Day Pack covers the full operational architecture for a platform acquisition — financial, KPI, governance, and sponsor visibility over 100 days. This checklist covers only the financial integration workstream for a bolt-on acquisition into an existing platform — 30 days, finance-only. They are complementary: use the 100-Day Pack at the platform level, and this checklist for each subsequent bolt-on.

What if the bolt-on uses a different ERP or accounting system?

The checklist accounts for this. Phase 2 includes ERP access and chart of accounts mapping specifically because bolt-on targets rarely run the same system as the platform. The goal is reporting alignment by Day 21, not full system migration.

Can we start this before close?

Phase 1 (Day 1 actions) requires legal close to execute — bank access, vendor freeze, and signatory transfers cannot happen pre-close. However, you can pre-assign owners and stage the checklist before close so Day 1 items execute immediately.

Is this specific to industrial companies?

The checklist was built from industrial bolt-on experience, but the financial integration tasks are sector-agnostic. Bank access, chart of accounts mapping, close calendar alignment, and reporting cadence are universal. The only industrial-specific considerations are in the working capital section.

Who built this?

A former Big-4 consultant and Managing Director with direct experience integrating bolt-on acquisitions into a $500M+ PE-backed industrial platform. The checklist reflects real integration deployments — not theoretical frameworks.