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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

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

Performed a Sarbanes-Oxley 404 review of a consumer products company. Review completed in a timely manner, accepted by the audit committee and the outside auditors agreed with the findings.

Hired by management of a technology company looking to conduct a management buyout (MBO). Provided advisory services including preparing a business plan and financial projections, and identified the necessary additional collateral to complete the deal. Management team gained control and made the anticipated course correction in the company’s operations. Revenue increased 33% in year one… Continue reading Industry: Technology
Type of Service: M&A/ Liquidity Event

Set up the audit committee, including: charter, priorities and meeting format for a public company’s Financial Services subsidiary. Solid planning and crisp execution ensured all regulatory and governance requirements were met or exceeded.

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