Who we serve
Holding companies
Consolidated accounting, add-on diligence, and tax planning for holding companies and multi-entity operators.
Overview
Holding companies that own and operate multiple businesses need consistent accounting across entities, reliable consolidated reporting, and a repeatable process for evaluating and integrating acquisitions. Edler Zain works with owner-led holding companies to standardize the finance function across the portfolio, support add-on acquisitions, and manage tax across the structure.
Common challenges
Inconsistent charts of accounts and close processes across entities
Intercompany transactions, allocations, and eliminations
Consolidated reporting for owners and lenders
Diligence and integration for add-on acquisitions
Entity structure, state tax exposure, and distributions
Capital allocation and performance measurement across the portfolio
How we help
Our services for holding companies include:
Who we serve
Owner-led holding companies with two or more operating businesses and combined revenue between $5 million and $50 million.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
Can you consolidate entities on different accounting systems?
Yes. We standardize the chart of accounts where practical and produce consolidated statements with intercompany eliminations.
Do you support the diligence process for new acquisitions?
Yes. We provide buy-side Quality of Earnings and working capital analysis, then manage the accounting transition after close.
How do you handle tax across multiple entities and states?
We review the entity structure, manage state nexus and filings, and coordinate distributions and estimated payments across the group.
Can you report performance by entity and consolidated?
Yes. The monthly package includes entity-level and consolidated financial statements with key metrics.