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
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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
Case Study – Private Equity Firm Sells Portfolio Company
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
Case Study – Preparing US GAAP Financial Statements for Review and Audit
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
Case Study – Private Equity Firm Portfolio Company Sale
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
Indutry: Financial Institutions
Type of Service: Planning & Analysis
Family owned company sought tax effective method to issue dividends. Worked with client to establish a captive that provided select coverages under its existing insurance program, i.e. liability and coverage for its primary insurance program’s loss deductibles. Captive program was designed to generate underwriting and investment gains that were used to fund its dividend program.… Continue reading Indutry: Financial Institutions
Type of Service: Planning & Analysis