・Month-end close

・Monthly call and financial performance reviews

・Chart of account structuring and expense alignment

・Includes coaching & bookkeeping

・Annual budgeting, including bottoms up cost rationalization

・Period financial close and reporting

・Cash flow management and projections

・Monthly Budget vs Actuals analysis

・Deep dive into business KPI’s across all business functions

・Convert raw data into meaningful business insights with data tagging and reporting infrastructure

・Recurring reporting, visualization, and analysis

・Technology stack review and recommendations

・Aid in the development of buy-side investment thesis and analyze potential acquisition opportunities

・Prepare business for sell-side process and support the process through our network of PEVC firms and investors

・Assist with acquisition due diligence and deal structuring

・Integration strategy and support to drive realization of cost and revenue synergies

・ Support debt raising efforts via our bank partnership