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
Category: Featured
Curated Articles: Hitting the Wall
As companies grow, at some point many will “hit a wall.” It is likely, based on prior studies, that the if and when this may occur will not have been predicted by company management. Below are published articles related to companies hitting the wall: Eric M. Ross published an article, titled “Hitting the Wall,” in… Continue reading Curated Articles: Hitting the Wall
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
Newsletter – October 2019
Insurance Update – Includes our Takeaways from the Annual SIFM Conference We attended the Annual Conference of the Society of Insurance Financial Management held in Atlantic City, New Jersey, on September 15-18, 2019. This excellent and well-attended Conference brought together finance professionals from insurance companies and professional service providers to discuss topics of current interest. This update incorporates… Continue reading Newsletter – October 2019
Biweekly Newsletter – Machine Learning and Artificial Intelligence
Machine learning has the potential to disrupt every industry. A computer’s ability to iterate through data and solve complex mathematical calculations is developing rapidly with improved processing speeds and data storage. SAS Insights defines machine learning as “a method of data analysis that automates analytical model building. It is a branch of artificial intelligence based… Continue reading Biweekly Newsletter – Machine Learning and Artificial Intelligence
Newsletter – June 2019
Qualified Opportunity Zones – an Executive Summary Mark Sloan, Director, CFO Consulting Partners There has been much discussion regarding Qualified Opportunity Zones (“QOZ”), the tax benefits of investing in a QOZ and how it should fit into a strategy of minimizing taxes on long term capital gains. This newsletter will provide an overview as to the… Continue reading Newsletter – June 2019