Case Studies
Sales and Collection Reconciliation
Discover how a QSR business streamlined sales reconciliation, tracked collections, and improved profitability using POS reports, QuickBooks, and ERP tools.
Accounts Payable Migration – Streamlining ERP Transition
The transition to a new ERP presented a dual challenge: We needed to establish AP processes within the new system and had to contend with a significant backlog of invoices awaiting processing. We had to devise innovative solutions to streamline and manage the AP process efficiently.
Transition from C-Corp to S-Corp
The Company intended to change its tax status from being a C-corporation (“C-Corp”) to an S-corporation (“S-Corp”) for tax planning. We had to set up a new entity in QuickBooks and transfer all assets and liabilities from old books to new ones.
Lattice Model
A Binomial lattice model is an open-form model with more flexibility around certain features of an asset than the Black-Scholes model. It involves constructing a binomial tree with up and down paths at each node representing steps that consider the different paths the underlying asset could take during the term of the option.
ESOP Valuation
An employee stock ownership plan (“ESOP”) is an employee benefit plan that gives the employees ownership interest in the Company in the form of stock.
Accounting Case Study – Forecast Financials
To understand the potential income to be generated in the future period, we have eliminated the revenue portion from entities that were discontinued in calculating the EBITDA.
Benefits of ERP Transition: A Case Study
In the fast-paced world of business, staying competitive often necessitates upgrading systems to meet growing needs. This case study explores the journey of Company X as it transitioned from one Enterprise Resource Planning (ERP) vendor to another. The case study highlights the constraints, proposed solutions, and outcomes achieved.
Contingent Consideration Valuation
The Client and The Ask: A pharmaceutical company (the “Acquirer”) acquired a biotechnology company (the “Company”) in exchange for an upfront payment and certain payments contingent upon successful achievement of future regulatory and sales milestones for certain...
Forecasting and Valuation
The Company and The Ask: The Company is a technology company with a business proposition to provide diagnostic services to rural India and reduce the turnaround time of getting the report from 24 hours to 1 hour. The Company was operating using multiple business...
IRC – 409A Valuation of Common Stock
The Company: A biotechnology company (the “Company”) engaged in the development of an Influenza vaccine as its flagship product with others in the pipeline. The lead drug was in the pre-clinical phase of development, as of the date of valuation. The Company had raised...