Our Services
Recognizing that the needs of each business are unique, we provide “on-demand” services. By doing so we provide our clients the flexibility to choose the option(s) that work best for them, delivering what you need when you need it. We offer both hourly services as well as fixed fee arrangements in each of our core service offerings: Interim CFO/Controller, Part-time CFO/Controller, and project specific support.
Our services fall into three broadly defined categories, or pillars, which we refer to as TAO, indicative of the holistic view we have for company success and finance and accounting’s role in contributing to that success. Transaction advisory services include readiness, financing and integration support, among others. Accounting and finance advisory services include process and controls design, evaluation and improvement, internal and external financial reporting, technical accounting support, and presentation development and review. Operations and strategic advisory services include historical financial analysis, cost driver understanding, KPI development, implementation and evaluation, interface support, forecasting, budgeting and modeling, and business and strategic planning.
Service Pillars
Transaction Advisory
Operations and Strategic Advisory
Finance and Accounting Advisory
M&A Advisory
Readiness preparation
Financing support
Finance and Accounting Advisory
Operations and Strategic Advisory
Finance and Accounting Advisory
Business/F&A process design, evaluation and improvement
Financial reporting and technical accounting support
Presentation development and reviews
Forecasting, budgeting and modeling
Operations and Strategic Advisory
Operations and Strategic Advisory
Operations and Strategic Advisory
Cash flow and liquidity optimization
Cost driver analysis
KPI assessment and implementation
Operations and commercial support (pricing and cost review, assessment and determination)
Strategy review and development, projections and modeling
Profitability improvement
Business plan development
Transaction Advisory Services
M&A Advisory:
We deliver both buy and sells side support and can assist you in all phases of the process from target identification to diligence, closing and integration on the buy side and from sale evaluation/readiness through closing on the sell side.
Readiness preparation:
Going through any extraneous process can be daunting and often brings unforeseen tasks or projects. We can help your business prepare to go through the process seamlessly including business exits (both private sales and public offerings), financing transactions, first time audits, etc.
Financing support:
Once you’ve prepared we can assist you in negotiating the most advantageous arrangement that meets your objectives. Whether it’s a borrowing facility, an investor arrangement or a private/angel investor we can help you work through the negotiation process. This could include presenting your business, negotiation of business terms and liaising with legal counsel to get your deal closed.
Finance and Accounting Advisory Services
Business/F&A process design, evaluation & improvement:
Often times in house F&A teams run lean to minimize overhead costs. Further, emerging and middle market businesses have focused on growth and not necessarily F&A best practices. The result is untimely delivery of irrelevant data. We work with our clients to improve and develop effective, efficient close processes to enable timely reporting to management of actionable knowledge (as opposed to data and information). In addition, we help our clients distinguish past from present by developing short and intermediate forecasting processes to aid in decision making. More broadly, Have you ever asked yourself “Why are we doing this?” when performing your job function or lamented at the volume of paperwork you review and sign off on in a day then your business can likely benefit from a process review. We can help you improve efficiencies while maintaining effectiveness by reviewing existing processes, controls and related objectives and designing business processes and controls to fit the needs of your organization.
Financial reporting and technical accounting support:
Financial reporting and technical accounting require very specific backgrounds and skill sets and emerging or middle market companies often do not have sufficient on staff resources to tackle the challenges that arise in helping management understand financial statements. Our team can help fill in this resource gap by preparing/assisting with financial reporting and technical accounting determinations. We can also provide financial education for non-finance executives and other business leaders.
Presentation development and reviews:
We assist our clients with BoD, investor, employee and various other presentations. We believe that keeping it simple and recognizing your audience are keys to developing effective presentations and we work with our clients to review and prepare on-point presentations for their Boards, Investors and others.
Forecasting, budgeting and modeling:
Critical to any business’s success is an ability to understand and predict where you’re going. Without this visibility it’s impossible to make informed business decisions that will impact your current and future state. We help our clients develop budgets, forecasts and planning models that provide clarity about your business’s future and enable you to hold your team accountable for actions necessary to achieve your financial objectives.
Operations and Strategic Advisory Services
Cash Flow and liquidity optimization:
Central to any growing business is cash flow. To grow, a business needs to invest and make the most out of its liquid net assets. Often this investment is required to achieve the desired growth. We work with clients to ensure that every dollar of profitability is converted to cash as quickly as is possible.
Cost driver analysis:
Understanding your past performance is critical to your future success. Despite it not being a guarantee, you certainly cannot easily determine where you’re going if you don’t know where you’ve been. Our view is that there are multiple cost layers in play in any business setting. Understanding these layers and their interaction with each other is critical to getting to root causes that have a direct cause and effect relationship with the P&L and the business’s performance.
KPI assessment and implementation:
Too often businesses throw out the KPI acronym like confetti at the end of a Super Bowl. This often leads to far too much time and energy invested in gathering data that goes unused, leads to confusion, and ultimately poor decisions. Or worse – no decisions at all as the business gets stuck analyzing various pieces of data that are misaligned with its strategy, its vision or its financials. We review your critical success factors, cost structure and strategy to get your business (or business unit) down to five or fewer metrics that will allow you to make real-time cause and effect decisions to drive your business forward.
Operations and commercial support (pricing and cost review, assessment and determination):
The finance function is not always the first company function thought of by sales or ops professionals. However, we believe that finance should be intricately involved in working with sales and operations teams in such areas as pricing, costing, cost driver assessment, contract negotiation etc.
Strategy review and development, projections and modeling:
We can help you develop your business strategy including financial and business modeling, or review and assess your existing approach.
Profitability improvement:
Isn't this why you're in business - to grow your bottom line? Growth is not easy. Nothing worth doing ever is. Growing too fast can lead to chaos and poor decision making putting the longer-term viability of your business at risk. We can help you determine the right growth rate for your business and develop and implement front-end tools to ensure that you get the desired return for the effort you exert each and every day.
Business plan development:
Knowing where you’re headed is a clear attribute of successful organizations. Further it helps to have this written down and to be used as a living tool for running your successful business. We help our clients write and maintain superior business plans that guide their business to success.