M&A + ACCOUNTING ADVISORY
Our CPA firm leads finance transformations, process optimizations, and post-merger transactions that elevate accounting environments into world-class controllership functions.
Flagship Engagement Outcomes
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Led post-merger integration for an $80B global media transaction, guiding cross-continental teams through a unified close cadence, developing and refining SOPs, stabilizing month-end activities, and directing a full knowledge-transfer plan across all impacted functions.
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Drove IPO readiness for a $120M private equity-backed tech company, rebuilding their accounting SOPs, restoring reconciliation integrity, creating a revenue storytelling model aligned with ASC 606, and training the revenue manager to analyze, explain, and defend the company’s economics to internal and external stakeholders.
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Rebuilt the controllership function for an $800M transportation company, leading a full finance transformation that included implementing a new revenue and billing technology platform, strengthening month-end disciplines, cleaning and standardizing reconciliations, modernizing AP processes to create transparency in accruals and vendor data, establishing weekly cash-forecasting routines, and developing the company’s debt-management model to strengthen liquidity decisions.
When the stakes are high and the work has to get done: Click below to book time with our team and learn how we help clients like you navigate these ambiguous periods of rebuilding.