In preparation for acquisition, our client needed urgent support in building a consolidated financial view across its multiple entities.

Our objective was to create an accurate gross profit margin analysis for each of their clients to support the valuation process and strategic decision-making.

Challenge

Our client’s financial records were siloed across multiple accounting entities, each operating independently.

This setup obscured visibility into critical financial metrics - specifically, the gross profit margin by client.

For the acquisition to proceed at full valuation, they needed a clear and reliable picture of client-level profitability, including reconciled revenue and cost of sales data.

Solution

In a high-pressure deal environment, we undertook extensive data sourcing and engineering across many separate Xero entities, each with distinct and disconnected financial records, and individual SharePoint locations with varying data types and formats.

We rebuilt detailed, employee-level cost models covering salaries, pensions, medical benefits, and bonuses over a 12-month period, and allocated employees and contractors to specific clients and projects.

Working closely with our partners Bamburgh Capital, we also refined the presentation of data to the client, bringing clarity, transparency, and traceability to the final output.

Results

1. Delivered detailed client-level profitability insights that strengthened our client’s valuation in negotiations with the buyer

2. Prepared leadership with clear gross margin data to identify high-value clients and eliminate loss-making relationships

3. Completed complex, group-wide financial in weeks - enabling a smooth acquisition process under extreme time constraints.