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Successful Business Divestiture
Case Study Challenge: How to smoothly transfer the financial reporting data, processes, and systems from the seller company to the acquiring company without disrupting the business or impacting the operating results.
Interim Chief Financial Officer Private Equity Portfolio Company
Case Study Challenge: The Client, a Private Equity owned retail services organization, required an Interim CFO to manage the financial and operational functions, PE communications/requirements, banking covenants, and improve the analytical function until a permanent replacement was identified without disrupting customers or operations.
Implementation of Strategic Planning Tool to Achieve Long Term Financial Plan
Case Study Challenge: Multi-billion $ organization acquires a small family owned business in an adjacent market with a rapid global growth expansion plan.
Developing a Return-to-Work Program
Case Study Challenge: Wages are always a challenge when developing this program.
Successful Carve-Out to Standalone Entity
Case Study Challenge: How to smoothly transfer staff, facilities, financials, banking, systems and customer communication from the company to a standalone entity without disrupting the customers, staff, or impacting operating results.
Turnaround Unprofitable Software Development Division
Case Study Challenge: Multibillion dollar Technology Division continued to be unprofitable with utilization at 98-99% annually..
Setting Up Accounts Receivable Portals
Case Study Challenge: Our client’s business had seen increased team member turnover creating a void in the Accounts Receivable department which further added to the vast number of accounts that were delinquent.