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Hired by a private equity firm to provide due diligence services related to the acquisition of a healthcare facility. We performed the due diligence, pointed out some issues, and the private equity firm passed on buying the company.

Engaged to improve the controls and financial reporting of an underperforming accounting and finance function of a closely-held public relations company. Changed and streamlined the accounting processes of its international reporting subsidiary, tightened controls and improved management information.

Engaged by the new CFO of a large public relations firm to perform an organizational review of his globally-based accounting and finance department. Roles and responsibilities refined, central accounting and operational processing units assessed for effectiveness, and a revised and more efficient organizational reporting structure proposed and adopted.

Provided an interim CFO for a real estate development company that had over 40 projects with value of over $2 billion. Organized projects in proper format to obtain construction loans and equity capital, prepared financial information to receive temporary Certificates of Occupancy from the bank, and established project plan to complete tasks efficiently and by… Continue reading Industry: Real Estate Construction/ Management
Type of Service: Accounting & Finance Outsourcing, Planning & Analysis

Provided an Interim CFO and an Interim Controller to a global multi-billion dollar commercial real estate development and construction company. Helped them build a first class finance and accounting group to improve overall operating performance and financial strength. Company reduced cost and improved cash flow. In addition, decision making improved due to the timeliness and… Continue reading Industry: Real Estate Construction/ Management
Type of Service: Accounting & Finance Outsourcing, Planning & Control

At the start of the audit season, a portfolio company of a private equity firm hired us to replace its CFO and its Controller. The company had a bank requirement to complete the audit and file its compliance report with the bank by the end of March. The company completed the audit and filed its… Continue reading Industry: Private Equity
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Planning & Analysis