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M&A Financial Modeling & CFO Advisory

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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 their accounting & finance function lag behind the rest of the business. This can lead to inaccurate financial statements, poor classification in reporting, lack of data, lack of timeliness in reporting, and cash flow issues. All of these can present issues in both the day-to-day operations and 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.

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