Category: Featured Case Studies

Industry: Private Equity Type of Service: Accounting & Finance Outsourcing Background A private equity firm desired to sell one of its portfolio companies. The company, with sales of $75 million, was a leader in the fashion industry. The incumbent Chief Financial Officer and Controller left at the start of the sale process. Issue The company… Continue reading Case Study – Private Equity Firm Sells Portfolio Company

Industry: Financial Services Type of Service: Pre-audit Issue CFO Consulting Partners was engaged by a start up FinTech Company to assist in the preparation of US GAAP financial statements for a Review and eventual audit. The Company is a pioneer in its industry and needed the Review report to be included in its application for… Continue reading Case Study – Preparing US GAAP Financial Statements for Review and Audit

Background: A private equity firm desired to sell one of its portfolio companies. The company, with sales of $75 million, was a leader in the fashion industry. The incumbent Chief Financial Officer and Controller left at the start of the sale process. Problem: The company could not hire another full-time Chief Financial Officer and Controller… Continue reading Case Study – Private Equity Firm Portfolio Company Sale

Industry: Business Services Type of Service: Finance Transformation Issue Our client, a 100+ professional, multi-office professional services firm was ending its affiliation with an International Firm. As part of the separation, our client was required to migrate off the International Firm’s infrastructure, including their Enterprise Resource Planning (“ERP”) and Billing systems, at a date certain… Continue reading Case Study – Finance Transformation for Professional Services Firm

Issue The Controller of a $1 billion (in assets) mortgage finance company departed at the beginning of its annual audit process. The audit, however, could not be delayed. The company needed an Interim Controller who could come up to speed quickly, manage the accounting function and lead the year-end audit process. What We Did We… Continue reading Case Study – Interim Controller for Year-end Audit Process

Issue The Controller of a $1 billion (in assets) mortgage finance company departed at the beginning of its annual audit process. The audit, however, could not be delayed. The company needed an Interim Controller who could come up to speed quickly, manage the accounting function and lead the year-end audit process. What We Did We… Continue reading Mortgage Financing Company