CFO-led
Embeds a fractional CFO to build the financial infrastructure PE firms expect: clean FP&A, capital structure optimization, KPI dashboards, and QoE preparation. Aligns financial systems to the value creation plan from day one post-close.
- FP&A build-out
- Board reporting
- Capital structure
- Cash flow management
- Quality of Earnings prep
Attorneys in Charge
FAQs
How does clean financial infrastructure protect LP capital post-close?
Most lower middle-market businesses are acquired with a bookkeeper and a spreadsheet. Without proper FP&A, cash flow management, and board reporting, LPs are funding a business operating on bad data. We build the financial infrastructure from day one, so every LP report, board update, and capital call decision is based on numbers you can rely on.
What is in place by the end of the first 90 days?
Clean chart of accounts, a working monthly close process, a board-ready reporting package, and a 12-month cash flow model. By month three, LPs stop asking "where are we financially?" — the answer is already in their inbox every month-end.
How does this connect to Quality of Earnings and exit value?
Buyers compress multiples when financials require explanation. Financial Architecture built from post-close means your EBITDA is clean, add-backs are documented, and revenue is auditable by the time you run a process. A clean QoE is not a finance cost — it is a multiple protection strategy for every LP in the deal.
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