Working with Deal Periods

You can create a deal period in which the balance sheet is restated to reflect merger and acquisition activities. By adding a deal period, you can simulate the effects that mergers, acquisitions, or divestitures have on the organization based on the timing of the transactions. A deal period is a zero-day period that is used for transaction analysis.

To work with deal periods:

1. Open a model.
2. In the Account View, from the Actions menu, click Time Period, and then click Add Deal Period.
3. Select the time period to which you want to add a deal period and then click Save and Close.

   When you add a deal period, the original period is split into three periods: closing, deal, and a calculated total of the two.

   The closing period contains the data from the original input time period.

   The deal period is an additional input column strictly for recording deal information.

4. To move a deal period, from the Actions menu, click Time Period, click Move Deal Period, select the time period to move the deal period to, and then click Save and Close.
5. To delete a deal period, from the Actions menu, click Time Period, click Delete Deal Period, select an option for deleting or keeping deal period data, and then click OK.