The Challenge

Our client’s business was seeing rapid growth, but after suffering the results of external fraud, margins started to deteriorate, and a private lender was dissatisfied.

The Solution

One of our partners stepped in as a part-time strategic CFO, providing strategic advice and the oversight of finance and accounting activities.

The Implementation

Our partner successfully improved his client’s financial performance and lender relationships by:

  • Creatively working with its senior management to develop and price new products and manage its sales channels to improve margins and overall business
  • Working with the private lender and CEO to revamp budgets and forecasts and establish operational KPIs and contingency plans

The Results

With a partner, our client better understood their financial performance and steps needed for improvement. Our partner worked with the CEO and lender through a complex exit transaction after these improvements were attained.

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