A well-established and growing publicly held banking company with approximately $4 billion in assets was struggling with the sudden departure of key accounting personnel and outdated financial systems. CFO Consulting Partners (CFOCP) stepped in to provide critical support and expertise, enabling the company to stabilize and enhance internal and external financial reporting and minimize compliance… Continue reading CFO Consulting Partners Helps Leading Bank Fill Accounting and Reporting Gaps and Strengthen Financial Reporting Client Overview
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How a Sell-Side Quality of Earnings Report Strengthens Your Business
By: Allan Tepper, Co-Founder & Senior Manager, and Joe VonEhr, Director. Imagine this: You’ve spent years building your business, and just as you’re about to finalize the sale of it, your buyer uncovers a financial or operational issue that neither you nor your investment banker even knew existed. Suddenly your valuation drops, or worse, the… Continue reading How a Sell-Side Quality of Earnings Report Strengthens Your Business
CFO’s Role in Successful Bank Third-Party Lending Programs
By Eric Segal & Larry Davis Bank executives are challenged to make informed decisions on executing third-party lending programs, often on the fly. But what happens when these decisions are made without consulting your CFO and financial team? The consequences can be financial losses, accounting problems, or missed opportunities.
Position Your Portfolio Company for Success: A 100-Day Plan
By Jeffrey Yager, CPA The first 100 days after acquiring a business can make or break the success of your investment. It’s a critical period where quick decisions and strategic actions can set the foundation for growth—or costly setbacks. For private equity firms, understanding how to evaluate and optimize your new portfolio company is essential… Continue reading Position Your Portfolio Company for Success: A 100-Day Plan
Best Year-End Strategies: A CFO’s Guide to Financial Reporting and Planning
By Allan Tepper, Co-Founder & Senior Managing Director at CFO Consulting Partners As we approach the end of the year, businesses are under increasing pressure to prepare for year-end financial reporting and next year’s planning. For CFOs, this is a pivotal time to ensure financial processes are in order. Proper preparation is crucial not only… Continue reading Best Year-End Strategies: A CFO’s Guide to Financial Reporting and Planning
Best Year-End Strategies: A CFO’s Guide to Financial Reporting and Planning
By Allan Tepper, Co-Founder & Senior Managing Director at CFO Consulting Partners As we approach the end of the year, businesses are under increasing pressure to prepare for year-end financial reporting and next year’s planning. For CFOs, this is a pivotal time to ensure financial processes are in order. Proper preparation is crucial not only… Continue reading Best Year-End Strategies: A CFO’s Guide to Financial Reporting and Planning