Finance & Accounting
Discover new ways to identify,
streamline, and optimize
Go beyond the
office of the CFO
Structure, streamline, and scale the financial foundation
Create value with a scalable financial engine
Make more informed decisions, minimize business disruption, and uncover value before and after the transaction.
Each playbook builds scalable processes, accurate reporting, and repeatable tools that ensure financial data moves efficiently through strategic events. Our deliverables are fit-to-purpose and yield actionable insights that strengthen performance today and support growth tomorrow.
FINANCE & ACCOUNTING
Impact
Evaluate and act with confidence
Uncover significant issues, risks, and opportunities for the business and/or the deal process
Establish and enhance valuation accuracy
Streamline accounting workflow, policies, and processes
Reduce month-end close timing
Identify and implement improvement opportunities of accounting infrastructure
Develop more accurate financial reporting and a financial plan for stakeholders
Ensure a smooth transition into the parent. Partner with management, ownership and other diligence providers
Develop a financial plan and budget for future periods
Enable management to create a rolling 12-month forecast to highlight recent business performance
Pre-transaction advantages
We strengthen the investment thesis and clarify financial performance by uncovering risks, improving valuation accuracy, resolving accounting gaps, and standardizing reporting, resulting in cleaner insights that reduce friction and increase deal confidence.
Post-transaction outcomes
We build tailored financial infrastructure, enhance reporting and forecasting, and empower management to scale with confidence.
Industry agnostic. Impact focused.
Seamlessly integrate value‑creating solutions in any industry and capitalize on our expertise.
FINANCE & ACCOUNTING
Results
Explore a library of select real-world applications and insights from our finance and accounting solutions.
Cross-disciplinary integration
Solutions
Transactions
Jumpstart value creation pre-transaction
- Financial due diligence
- Operational due diligence
- Sell-side readiness
- Business combination
- Carve-out planning and execution
- M&A separation / integration management
- Refinancings
- Recapitalizations (minority, majority, dividend)
- Growth capital
- Management buyouts
- Buy-side support for platforms or add-ons
- Special situations & restructuring
Transitions & Transformations
Drive value creation post-transaction
- 100-day transition playbook
- Liquidity management
- Budgeting and forecasting
- Consolidation and financial reporting
- Finance and accounting staff augmentation
- Month-end close optimization
- Project management office
- Organizational design and efficiency
- Working capital efficiency
- Data and analytics assessment
- Business intelligence reporting dashboards
- Enterprise data platform development
- Audit readiness and support