Our Services
We offer a full lifecycle partnership to solve your most critical financial challenges. Our engagements are tailored to your specific stage of growth, from foundational cleanup to strategic exit preparation.
The Finance Transformation Assessment
Our diagnostic entry point. A focused, project-based engagement to remediate historical financials, untangle a messy balance sheet, and build your foundational "Finance Playbook."
Key Deliverables:
Reconciled Balance Sheet
Documented <10-Day Month-End Close Process
Automation Roadmap
PE & Lender Reporting
Comprehensive P&L Documentation
PE Advisory & Exit Readiness
Strategic support focused on maximizing enterprise value and preparing for a liquidity event. We ensure your financial narrative is clear, defensible, and compelling to potential buyers.
Key Deliverables:
Due Diligence Readiness (Sell-Side)
SOX & IPO Readiness Advisory
Value Creation Reporting
Unit Economic Modeling
Quality of Earnings (QoE) Support
Interim Leadership & Implementation Support
Providing the expert leadership and tactical horsepower to guide your finance function through a period of transition or to execute a major transformation project.
Key Deliverables:
Interim CFO/Controller Services
Program Management
Flexible Implementation Resources