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Why leave it to the seller?

The seller typically prepares post-closing adjustments. But do they conduct a detailed review of supporting data? Not likely. We do. It’s where we find inaccuracies and costs that are inappropriately being passed off to the buyer. Even better: the seller acceptance rate for our findings is higher than 90%.

Do reviews deliver hard-dollar results?

Yes. Well, ours do. We identify findings within 1% to 4% of reviewed transactions. One way is by meticulously verifying the date each service was performed – rather than invoice date or accounting month. Specifying service dates is a manual task. It’s time-consuming. But it pays off. 

It’s in the details.

A laser focus on the source data for transactions is what takes our final settlement statement reviews to another level. Our review will ensure that:

  • Expenditures incurred prior to the effective date are for seller’s account.
  • Revenues after the effective date are for buyer’s account.
  • Annual costs are pro-rated properly between buyer and seller.
  • Corporate costs not specific to the sold property remain seller’s responsibility.
  • Transition period fees are charged accurately.

Practice Leader

Photo of Pettit, Paul

Paul Pettit


Do you want to maximize the value of your acquisition? Our Final Settlement Statement Review guarantees savings.