Featured Case Studies
Proven Solutions to Navigate Complex Accounting Problems
Since 2006, our CFO consulting services have helped businesses like yours increase profitability and navigate through uncertain times.
Regardless of your company’s industry, size or status, our fractional CFO financial consulting partners will tap their vast experience and resources to help you get on the right track toward financial stability or realization of an exit strategy.
Our case studies showcase our premier financial management services, which have helped C-suite clients and businesses navigate complex accounting and finance problems while resolving unique financial dilemmas.
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Industry: Manufacturing/ Distribution/ Consumer ProductsType of Service: Entrepreneurial, Planning &..
Engaged by a start-up consumer product manufacturing company that sold through distributors. Our role was to produce forecasts and reports..
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Industry: TechnologyType of Service: M&A/ Liquidity Event
Hired by management of a technology company looking to conduct a management buyout (MBO). Provided advisory services including preparing a..
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Industry: Business ServicesType of Service: M&A/ Liquidity Event, Technical Accounting
Engaged by a $2 billion publicly-held staffing company planning to spin off its $150 million revenue technology division. Services included..
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Industry: Financial InstitutionsType of Service: Planning & Analysis
Engaged to prepare a Capital Plan for a bank at risk of having its dividend eliminated by bank regulators. The..
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Industry: Financial InstitutionsType of Service: M&A/ Liquidity Event, Planning &..
Provided business advisory services to investors looking to raise money to buy a community bank. Services provided included preparing financial..
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Industry: Financial InstitutionsType of Service: Technical Accounting
Set up the audit committee, including: charter, priorities and meeting format for a public company's Financial Services subsidiary. Solid planning..
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