Archives: Posts

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

Hired by closely-held consumer product company to restate its books and prepare workpapers in advance of an audit by a public company. Prior to CFO Consulting Partners being engaged, a public accounting firm decided it couldn’t do the audit efficiently without the books being in auditable condition. Roles and responsibilities refined, central accounting and operational… Continue reading Industry: Manufacturing/ Distribution/ Consumer Products
Type of Service: Pre-audit, M&A/ Liquidity Event

Functioned as the Interim CFO for a B to B startup company looking to raise venture capital money. Prepared and presented business plan to investors, who invested $35 million in the company.

Acting as the Interim CFO of a private technology company that was listed as one of Inc.’s Fastest Growing Companies, we were hired to prepare the company for sale. Client received buy offers near the top of its target valuation range.

As the Interim Chief Accounting Officer, produced SEC reports (such as Q’s, K’s, and Proxies) for a company that backed into a public shell. Assisted with very complex derivative accounting issues, and participated in responses and discussions with the SEC. All SEC reports filed on a timely basis, and complex accounting issues resolved.

The CFO of a non-profit engaged CFO Consulting Partners (“CFOCP”) to streamline the management report preparation process for the Board of Directors, and to fix data integrity problems. CFOCP reorganized the chart of accounts, reformatted management reports and mapped the numbers from the revised chart of accounts to the new management report. The result was… Continue reading Industry: Nonprofit
Type of Service: Finance Transformation, Accounting & Finance Outsourcing