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Post Transaction Services

PostTransaction

Good starts lead to good finishes. The first 100 days post-transaction can be extremely challenging. Our cross-functional expertise helps keep your transition plan on track. We have significant middle market, cash flow-focused CFO experience. Our professionals use their accounting, reporting, FP&A and leadership proficiencies to drive the 100-day project plan to close and begin the cultural and communication required for success.

Solutions

  • Finance Department Management: We have experience with a range of office of the CFO functions, including skilled staff, financial IT systems and software, finance department operations, and assessment reviews.
  • Operational Enhancements: Our team has a range of data management and cost-saving solutions. 
  • Reporting Upgrades: We conduct a current state assessment of data sources, reports, analytics, and FP&A processes, consider future state, and identify ways to improve reporting and key performance indicator analysis--then we implement.
  • Working Capital Adjustment Schedule: As veterans in M&A, we understand the nuances of mid-month close, cut off, and getting it right. We work with your team to meet working capital deliverables, and if necessary, negotiations.
  • Acquisition Accounting & Audit Preparation: Our professionals are experienced with complex purchase accounting, and we can assist you in meeting your reporting and audit requirements.
  • Rendition of Future IT Systems: We perform analysis of current state and future needs to help you identify and implement a technology solution right for your size, complexity and hold period.
  • Department Transition to Full-Time CFO: We are experienced with interim CFO support and can provide the reliable support and decision making until a full-time candidate is identified and onboarded. We are experienced with interim CFO support and can provide the reliable support and decision making until a full-time candidate is identified and onboarded. We then follow a structured transition plan to ensure your full-time CFO is off to a good start.
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Key Contacts
Don Agee Don Agee Managing Director
Seth Goldblum Seth Goldblum Managing Director
Clare Yuritch Clare Yuritch Senior Director
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