Case Study 2020 Business Services Assignment

Issue: The Board of a recently acquired Private Equity portfolio company had identified significant deficiencies in the accounting/finance function, most importantly the department’s inability to produce accurate and timely financial statements/reports. There was no confidence in the finance department and the company lacked a permanent CFO.  The company needed an assessment of the situation and… Continue reading Case Study 2020 Business Services Assignment

Case Study – Improving the Finance Function of a Private Equity Backed Technology Company

Industry: Private Equity Type of Service: Accounting & Finance Outsourcing Issue The Board of a recently acquired Private Equity portfolio company had identified significant deficiencies in the accounting/finance function, most importantly the department’s inability to produce accurate and timely financial statements/reports. There was no confidence in the finance department and the company lacked a permanent… Continue reading Case Study – Improving the Finance Function of a Private Equity Backed Technology Company

Case Study – Turnaround of Accounting and Finance Function

Industry: Private Equity Type of Service: Accounting & Finance Outsourcing   Issue: The Board of a Private Equity portfolio company had decided to replace the current CFO, primarily due to its lack of confidence resulting from inaccurate projections and improper accounting treatment. An additional complication was that the company was running out of cash and… Continue reading Case Study – Turnaround of Accounting and Finance Function

Case Study – Cutting the Cord – Creating Infrastructure for a Carve Out

Industry: Media Type of Service: Determine requirements to operate the business independent of its former owner and help design new systems and assist with integration so that the business can operate independently of its previous owner. Background An Asia based family office acquired the assets of a 90-year-old magazine brand from a U.S. based publishing… Continue reading Case Study – Cutting the Cord – Creating Infrastructure for a Carve Out

Case Study – Nonprofit CFO Monthly Board Presentation

Industry: Nonprofit Type of Service: Planning & Analysis Issue A new CFO joined at non-profit educational institution, and she found it very time-consuming to produce the monthly financial presentation to the board. Due to its complexity, she was the only one in the department who could produce the report. Finally, many of the reports contained… Continue reading Case Study – Nonprofit CFO Monthly Board Presentation

Case Study – Nonprofit Audit

Industry: Nonprofit Type of Service: Pre-audit Issue The CFO of a nonprofit desired to mitigate a number of accounting weaknesses identified by its auditors, and wished to have the audit completed much sooner and more efficiently than in the prior year. What We Did The CFO engaged CFO Consulting Partners (“CFOCPs”) to identify and mitigate… Continue reading Case Study – Nonprofit Audit

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