Creating Deal Periods

For analyses with transactions, you can create zero-length deal periods for re-levering the Balance Sheet with no time elapsing, so the Income Statement is empty, for use as restatement periods.

  To create Deal Periods:

  1. Select Analysis, then Time, and then Add Deal Period.

  2. In Add deal at end of, select the time period when the deal should occur.

  3. Click OK.

    A deal period is added to the end of the time period selected.


    When you add a deal period, Strategic Finance automatically renames the time period to “(Time Period):Closing” before adding the deal period. All data from the initial time period remains in the closing period.