Multi-Entity Analysis
Training to understand what to look for across entities and make sense of convoluted structures. For MSA structures or businesses with multiple entities.
Who This Is For
- MSA Structures
- Management Service Agreements with separate operating and management entities.
- Multi-Location Owners
- Businesses with multiple locations structured as separate legal entities.
- Holding Companies
- Parent companies with subsidiaries requiring coordinated financial oversight.
- Partnership Structures
- Complex ownership arrangements with intercompany transactions.
What's Delivered
We do not create consolidated financial statements. Work with your CPA and attorney to ensure regulatory compliance. Our role is to provide training and coaching so you understand your multi-entity structure.
- Entity Relationship Coaching
- Understand how your entities connect and depend on each other financially.
- Financial Review Training
- Learn what to look for in each entity's financials and how to spot issues.
- Money Flow Diagrams
- Visual illustrations showing exactly how money moves between your entities.
- Statement Review Guidance
- Know which financial statements to review together vs. separately for accurate analysis.
Expected Outcomes
- Entity Interaction
- Clear understanding of how your entities interact financially.
- Independent Review
- Ability to identify issues in any entity's financials independently.
- Structural Confidence
- Confidence in managing complex business structures.