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:
- Open a model.
- In the Account View, from the Actions menu, click Time Period, and then click Add Deal Period.
- 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.
- 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.
- 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.