We understand the importance of a seamless transition and smooth integration during transaction and acquisition related events. Contact us for support with:
Engaged by $240M private equity owned manufacturer of utility infrastructure solutions to support purchase price negotiations, lead acquisition integration team, and serve as interim CFO and CAO. Provided these same services on four subsequent bolt-on acquisitions totaling over $300M spanning a 3-year period. Prepared each opening balance sheet and required valuations under ASC 805/820. Upon exit, led the team on behalf of private equity firm, to complete the sale of the Company to a multi-national conglomerate.
Engaged by $240M private equity owned manufacturer of utility infrastructure solutions to support purchase price negotiations, lead acquisition integration team, and serve as interim CFO and CAO. Provided these same services on four subsequent bolt-on acquisitions totaling over $300M spanning a 3-year period. Prepared each opening balance sheet and required valuations under ASC 805/820. Upon exit, led the team on behalf of private equity firm, to complete the sale of the Company to a multi-national conglomerate.
If you have experienced recent executive turnover, are going through a growth or transformation effort, or simply have a current gap in expertise, we have resources to fill the following roles on an interim basis:
Engaged to provide interim CFO and interim Controller resources at $100M private equity owned construction company. Led broad effort to improve accounting close time, develop robust accounting and financial reporting, consolidate decentralized accounting function, facilitate audit, and train & transition newly hired accounting leadership personnel.
Engaged to provide interim CFO and interim Controller resources at $100M private equity owned construction company. Led broad effort to improve accounting close time, develop robust accounting and financial reporting, consolidate decentralized accounting function, facilitate audit, and train & transition newly hired accounting leadership personnel.
We offer a broad range of accounting advisory services that many accounting and finance leaders need during times of growth and change. Contact us for support with:
Engaged by $250M retail business with over 100 locations nation-wide. Provided various accounting advisory services including implementation of location-level 13-week cash flow forecast, development of robust monthly financial and KPI reporting, established policies and procedures around the accounting close process and other key accounting functions, and managed lease accounting (ASC 842) implementation project.
Engaged by $250M retail business with over 100 locations nation-wide. Provided various accounting advisory services including implementation of location-level 13-week cash flow forecast, development of robust monthly financial and KPI reporting, established policies and procedures around the accounting close process and other key accounting functions, and managed lease accounting (ASC 842) implementation project.
If you are looking for support in understanding guidance requirements, accounting for complex transactions, or implementing new accounting standards, contact us for support with:
Engaged to support a $600M durable medical equipment company through IPO readiness process. Led effort to research, develop, and document the Company’s position on key technical accounting areas including revenue recognition, variable interest entities, debt, equity, business segments and business combinations to prepare for S-1 and audit requirements.
Engaged to support a $600M durable medical equipment company through IPO readiness process. Led effort to research, develop, and document the Company’s position on key technical accounting areas including revenue recognition, variable interest entities, debt, equity, business segments and business combinations to prepare for S-1 and audit requirements.
Engaged by $800M healthcare company as part of a robust data mining and reconstruction project to address highly technical compliance requirements. Aggregated and rebuilt 12 years of historical data from retired, legacy billing system and created database which continues to be maintained and utilized by the Company to identify key trends and patterns in payor and patient behaviors.
Engaged by $800M healthcare company as part of a robust data mining and reconstruction project to address highly technical compliance requirements. Aggregated and rebuilt 12 years of historical data from retired, legacy billing system and created database which continues to be maintained and utilized by the Company to identify key trends and patterns in payor and patient behaviors.
Engaged by $240M private equity owned manufacturer of utility infrastructure solutions to support purchase price negotiations, lead acquisition integration team, and serve as interim CFO and CAO. Provided these same services on four subsequent bolt-on acquisitions totaling over $300M spanning a 3-year period. Prepared each opening balance sheet and required valuations under ASC 805/820. Upon exit, led the team on behalf of private equity firm, to complete the sale of the Company to a multi-national conglomerate.
