For many small and lower middle-market businesses, CEOs and business owners are often too busy focusing on what they do best and sometimes let the accounting & finance function lag behind the rest of the business. This can lead to inaccurate financial statements, poor classification in reporting, lack of data, and a lack of timeliness in reporting. All of these will present issues when a company is ready to put their business for sale. Our team of experts address these issues by evaluating deficiencies in the accounting records and processes, and implementing practices that lead to improved financial reporting. Working directly with management, we take the time to understand the business model and make sure the financial reporting follows that model as well as industry standards. Our interim and fractional CFO support gives businesses the resources that traditionally only large businesses have access to. This makes for a much more successful sale process from an accounting and financial perspective and gives you an in-house resource to help guide decision-making throughout the process.

As each industry is unique, we focus our efforts in areas we know best, including the government contracting, technology & software, and professional services industries.

Business owners often work the majority of their career starting and growing their business. It is an incredible accomplishment to create a lasting organization that provides jobs for employees, delivers innovative products & services, and strives for top quality customer service. Eventually, the time comes when a business owner is ready to move on to the next journey in life, and the last thing we want to see is the accounting records be a roadblock in the sale process.

Our experienced team has worked on a large number of sale transactions, ensuring that our client’s accounting records and financial statements are accurate, reliable, presented in an appropriate manner, and prepared in accordance with generally accepted accounting principles. We are all former auditors and understand what external parties will be looking for and what potential areas of risk exist in the financial statements. We help organizations prepare for the arduous process of financial due diligence and quality of earnings audits. The result is a smooth process and a quick financial due diligence period. External parties are able to rely on the financial statements so that you can stay focused on executing a successful exit.