M&A Transition Services

Owners of Venture Capital and Private Equity Firms know the importance of solid financial management of the new entity formed by a merger or acquisition. This is particularly true in the first 90 days, when so many problems can slip through the cracks unnoticed, and when you need to make a solid impression on the employees and management of the acquired firm.

You have hired a talented CEO to lead the new organization, but do you have the solid financial management team in place to establish the strong foundation necessary for the new entity to thrive? Why rush to hire a CFO and Controller during this turbulent time, particularly when this transitional period is marked by specific, unique challenges beyond the expertise of many seasoned CFOs?

The CFOs and Controllers at Consult Your CFO have successfully navigated these transitional periods many times. We are here to provide the following services:

• M&A transition oversight
• Integration of two accounting departments
• Evaluation and documentation of existing procedures
• Recommendations for merging two departments
• Interview/evaluation of key financial staff
• Evaluation of new accounting systems

For more information, please contact Ken Weil at (410) 371-0821

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