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News & Resources

The Caregiving Conundrum for Women

Setting the Context Today is International Women’s Day, a day to celebrate the achievements of amazing women who we admire.  And for a moment, I’d like us to consider that many of the incredible (and exhausted) women in our country today are miraculously balancing the...

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Chart of Accounts Revolution!

Challenge Non-profit organization was using a very outdated chart of accounts that had been cobbled together, somewhat arbitrarily, over the past many years. This led to confusion, inaccuracy, and concerns internally about how to manage and use the internal accounting...

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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.

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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.

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