Private Equity + Interim Resources

What We Offer

We leverage our private equity and executive experience to help Operating Partners integrate new acquisitions, support portfolio companies, and empower local CFOs to drive performance and deliver results.

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^for Operating Partners

• Onboarding (developing KPIs, purchase accounting, purchase price allocations, etc.)
• Interim role/fractional staffing at any level and duration
• Functional assessment of finance and accounting processes
• 13-Week Cash Flow Forecasting
• Executing “1st 100-day” initiatives
• Budgeting & Forecasting Enhancement
• KPI/Dashboard preparation for monthly reporting
• IPO Roadmap and implementation

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^for Portfolio Companies

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• Month-end close support & management accounting
• Fractional resources (Controllers, Accounting Managers, AP, AR, Payroll)
• ERP and finance system selection, implementation, and upgrades
• FP&A reporting – budgeting/forecast
• Finance process design & optimization
• Project management
• Support period stock counts and inventory process enhancement
• Technical Accounting  

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+ Fractional Roles

Our professionals can integrate seamlessly with your team on a full-time or part-time interim basis, providing support for growth initiatives and temporary staffing needs.

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• Chief Financial Officer
• Chief Accounting Officer
• Controller
• VP of Finance
• VP of FP&A
• VP of SEC Reporting
• AP/AR

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