Real Estate & Holdings
Portfolio Financial Structuring
Comprehensive multi-entity ledger restructuring, inter-company reconciliation, and tax yield optimization.
Engagement Executive Summary
The client operated a complex multi-entity holding structure across international jurisdictions. Scattered ledger practices created significant accounting backlogs, reporting delays, and uncaptured tax offsets.
Strategic Solution
Our firm designed a consolidated chart of accounts, established automated inter-entity settlement protocols, and aligned cross-border tax schedules.
Quantifiable Outcomes
- Eliminated 18 months of reconciliation backlog within 60 days.
- Identified 14% direct tax savings via optimized asset depreciation schedules.
- Standardized monthly closing cycle to under 5 business days.
Key Metrics
14%
Tax Yield Improvement
5 Days
Financial Close Timeline