We Increase Exit Valuations by
Unifying Disconnected Financial Channels.
Private Equity
Portfolio Architecture
Luxe Financials untangles siloed intercompany ledgers, eliminates manual email-and-spreadsheet chasing, and integrates financial communication workflows across your active ERPs—protecting portfolio EBITDA and defending deal prices long before buy-side QofE auditors enter due diligence.
*Purpose-built for PE Operating Partners & Portfolio CFOs managing multi-entity platforms ($15M–$100M+ AUM) 2–3 years out from exit or undergoing core finance team transitions. Standardized 10–14 day audit SLA for platforms up to 8 entities.
Bridging Financial Compliance
& Technical Execution
When a multi-entity platform scales through add-on acquisitions, financial reporting breaks down across three distinct gaps:
Your Internal Team is buried in daily AP/AR, payroll, and month-end close. They lack the bandwidth and specialized M&A engineering background to redesign inherited ledger pipework.
Your External CPA requires clean, audit-ready data. AICPA/PCAOB independence rules strictly forbid them from modifying or engineering your active general ledgers.
Your IT/Software Partners manage server uptime and API connections, but they do not understand sub-ledger accounting logic, intercompany tax compliance, or Quality of Earnings (QofE) risk.
Luxe Financials is the only firm built specifically to fill this structural gap. We do not sell new software, offer generic IT consulting, or compete with CPA compliance engagements. We enter your active general ledgers to fix broken accounting logic, automate intercompany entry routing, and map live reporting channels into your existing tools.
Built for Your
Exact Entry Point
Our engagement model is structured specifically around two high-stakes operational inflection points for PE Operating Partners and Portfolio CFOs managing $15M to $100M+ in AUM:
A. Platforms 2 to 3 Years Out From Exit
Unifying financial communication channels and sub-ledgers 24 to 36 months prior to sale provides the necessary runway to establish a clean financial track record, capture recovered EBITDA on historical statements, and defend valuation multiples long before buy-side due diligence begins.
B. Retiring Controllers, Founders & Add-On Transitions
When long-tenured financial leaders transition out or new add-on acquisitions are integrated, critical intercompany accounting rules often get trapped in email threads and tribal memory. We step in to document, automate, and institutionalize your financial communication architecture—removing key-person dependency across newly acquired entities.
Structural
Capabilities
We do not tear down existing infrastructure or disrupt daily operations. We plug directly into your active footprint to execute targeted operational improvements.
Our three-tier execution model takes you from initial diagnostic blueprint to active ledger remediation and full operational control:
Portfolio Architecture Audit™
Boundary Criteria
To maintain our strict 10–14 business day delivery and predictable $9,500 fixed fee, the Portfolio Architecture Audit™ is optimized for:
- Middle-Market PE Sponsors & Emerging Funds ($15M – $100M AUM),
- Platforms with up to 8 active operating subsidiaries, and
- Ecosystems running across 1–2 primary GL systems
- Forensic Data Window: 12 -24 months
*Holdings exceeding 8 entities or $100M AUM must undergo custom audit scoping.
Custom Enterprise Architecture
($100M+ AUM | 8+ Entities)
Multi-Tier Legal Web Mapping
Unifying Parent HoldCo, Blocker Corp, and OpCo equity/debt structures into standardized GL trees.
Heterogeneous ERP Federation
Connecting disparate systems (NetSuite, SAP, Sage Intacct, QuickBooks) without forcing software migrations.
Multilateral Intercompany Netting
Automated cross-entity clearing aligned with transfer pricing rules.
Automated Credit Facility Cockpit
Real-time leverage ratio and debt covenant tracking across multi-lender syndicates.
Phased M&A Deployment
Staggered forensic audits scheduled around active add-on acquisition pipelines and quarterly LP reporting cycles.
NEXT STEP FOR ENTERPRISE PLATFORMS ($100M+ AUM / 8+ ENTITIES):
For enterprise platforms exceeding standardized parameters, bypass the Tier 1 audit intake and request a Custom Enterprise Scoping Session directly with a Managing Principal. We will review your multi-tier legal structure, system density, and add-on roadmap under mutual NDA to deliver a tailored architectural scope and phased deployment timeline within 48 hours.
Our Core
Principles
Zero Infrastructure Tear-Down
We adapt to your active software stack, general ledgers, and operational workflows without disturbing daily business cycles.
Partner Collaboration
We work in lockstep with your active CPA firms, legal counsel, and tax advisors to implement structural optimizations smoothly.
Institutional Discipline
Every system we deploy is engineered to clear aggressive buy-side due diligence, protect net IRR, and generate operational improvement.
Portfolio Qualification
Application
Engagements are strictly limited to preserve senior-level execution. All inquiries undergo a preliminary footprint review prior to scheduling a Portfolio Audit Request.
Submit Portfolio Audit Request: Outline your entity density, portfolio footprint, and operational bottlenecks via our briefing portal.
Footprint Review: Our senior team evaluates your structure to confirm strategic alignment within 24–48 hours.
Portfolio Audit Review: Approved applicants receive a private invitation to review findings with a Senior Financial Architect. (Mutual NDA executed prior).