Industry
Finance Support for Private Equity Portfolio Companies
A portfolio company is judged on reporting discipline as much as performance. Sponsors expect a fast close, a consistent pack, and numbers that reconcile to the consolidation.
Most acquired businesses arrive without any of that, and the gap has to close in the first few reporting cycles.
What gets in the way
Where the accounting usually breaks down
Close too slow for sponsor reporting
A close that lands six weeks out cannot support monthly sponsor and lender reporting deadlines.
No consolidation discipline
Add-on acquisitions create entities with different charts, policies and intercompany balances that do not net.
Covenant and lender obligations
Debt agreements require defined calculations on fixed dates, prepared consistently and supportably.
Audit and diligence readiness
Annual audit and eventual exit diligence both test working papers the company has never had to produce.
How we support you
What the engagement covers
- Accelerated month-end close with a committed date
- Multi-entity consolidation with intercompany eliminations
- Sponsor reporting pack and KPI reporting
- Covenant calculations and lender reporting
- Audit-ready schedules and working papers
- Interim controller and fractional CFO coverage on short notice
Services most used by these businesses
Consolidation and Group Reporting Services
Multi-entity consolidation and group reporting: intercompany eliminations, minority interests, currency translation and one reliable set of group numbers.
Audit Preparation and Audit Readiness Services
Audit preparation for U.S. businesses: prepared-by-client schedules, reconciliations and support files so your external audit runs on time and without surprises.
Outsourced Accounting and Back Office Services
Outsourced accounting and back office support for U.S. businesses: bookkeeping, month-end close, reporting and controller review without hiring in-house.
Fractional CFO Services
Fractional and outsourced CFO services for growing U.S. small businesses: forecasting, margin strategy, lender readiness, and financial decision support.
FAQ
Frequently asked questions
Next step
Let's look at your numbers
Tell us where your books stand today and what you need them to tell you. We will respond with a straight assessment and a recommended next step.