The Office of the CFO faces an evolving list of challenges, particularly during Finance Transitions triggered by acquisitions, IPOs, or other transformations. Our CFO Advisory practice offers solutions to address the needs of the Office of the CFO.

Finance Transition

Finance Transitions are essential, especially in private equity platform acquisitions and corporate carve-outs. Our team provides expertise in navigating these transitions effectively.

Office of the CFO

The demands on CFOs are increasing, requiring innovation, business performance enhancement, and effective navigation of regulatory matters. Our team brings deep operational finance and accounting expertise, along with resources and technologies, to help the Office of the CFO meet these challenges.

Audit Readiness

We assist in challenging audit situations, leveraging a team of former audit partners, senior managers, and CFOs to navigate and drive the audit process to completion.

Technical Accounting

Our team offers practical solutions to complex technical accounting matters, leveraging in-depth knowledge of complicated accounting literature.

Restatements

From cleaning up historical accounting matters to addressing formal SEC investigations, our team investigates and unravels accounting errors, ensuring corrections in historical financial statements and implementing processes to prevent future errors.

Data Automation

We address data challenges by implementing data automation and dashboarding solutions, providing real-time access to data, increasing visibility to the broader team, and creating actionable intelligence.

ERP Transition & Optimization

Our team executes ERP implementations at a senior level, mitigating project risks and allowing management to focus on running the business. Projects can be paired with process improvements for optimized accounting practices and a seamless transition.

Planning and executing integration and separation programs demand meticulous preparation and expertise across various functional levels. At CMI, our specialization lies in crafting tailored integration and separation plans aligned with your strategic goals. Our approach involves a comprehensive understanding of your integration or separation thesis, ensuring the development of plans that capture transaction value. Our seasoned professionals, with experience in both consulting and corporate roles, offer a unique perspective, actively participating in execution alongside our clients' teams.

Integration Management Office (IMO) Support

Our IMO team provides expert guidance and seamless execution, facilitating a smooth transition and maximizing value creation during the integration of two companies. Strategic expertise and hands-on support are deployed to navigate complexities, drive synergy realization, and achieve successful integration outcomes.

Separation Management Office (SMO) Support

The SMO team specializes in offering comprehensive support and strategic guidance for an efficient separation process, enabling companies to divest assets or spin-off business units effectively. We assist organizations in navigating intricacies, optimizing value, and minimizing disruptions for a successful transition toward independent operations or integration into another company.

Operational Separation

CMI Operational Separation service guides organizations through the complexities of separating operations, optimizing resources, and establishing independent operational frameworks for a successful transition. Our expertise ensures efficient disentanglement of shared functions, systems, and processes, minimizing disruption and enabling smooth post-merger or acquisition operations.

Transition Services Agreement (TSA) Structuring

Our TSA structuring service offers expert guidance in developing comprehensive and customized agreements, facilitating a smooth transition period. We assist in designing tailored agreements addressing service provisions, timelines, costs, and performance metrics, ensuring operational continuity and minimizing risks during the integration process.

Finance Integration

The Finance Integration team provides strategic guidance and hands-on support during the integration of finance functions. Our expertise ensures harmonization of processes, systems, and reporting standards for optimized financial operations post-merger or acquisition.

IT Integration

Our IT Integration service offers comprehensive support in aligning and integrating IT systems, infrastructure, and teams. We guide organizations through combining IT functions, harmonizing technologies, and leveraging synergies to ensure a smooth transition towards a unified and robust IT environment.

Value Creation

Our Value Creation service identifies strategic opportunities and implements value-enhancing initiatives to maximize synergies, optimize operational efficiencies, and generate long-term value from mergers and acquisitions.

Program Management

Our Program Management service provides end-to-end management of complex initiatives, ensuring successful planning, execution, and delivery while mitigating risks and maximizing outcomes.

Performance improvement strategies, adaptable across various company life cycles and market cycles, can encompass a range of initiatives. From inventory balance improvements to customer segmentation, we offer diverse experience and perspective to identify opportunities in areas such as revenue enhancement, process improvement, manufacturing optimization, supply chain management, go-to-market strategies, organizational effectiveness, enterprise risk management, sourcing and procurement transformation, operations cost transformation, and capital structure optimization.

Process Improvement

From streamlining receivables and payables procedures to plant layout optimization, we work with clients to design, test, and implement changes that maximize throughput and asset utilization while minimizing waste and inefficiencies.

EBITDA Improvement

Our team focuses on driving EBITDA growth through strategic changes, tactical adjustments, and operational enhancements across various aspects of the profit and loss statement.

Cash Flow Maximization

We emphasize the importance of managing non-EBITDA cash flow items, particularly working capital, to transform businesses. Effective management of working capital, including accounts receivable collections, can significantly impact cash flow, enabling companies to reduce debt and invest in value-creating assets.

Budgeting & Forecasting

We collaborate with clients to develop end-user-friendly models that allow for quick changes in assumptions and grow with the businesses over time. Our approach involves building automated toolkits to guide decision-making for years to come.

Many companies experience times when they find their accounting departments short on staff or short on expertise. Sometimes emergencies and financial needs arise that are beyond the capability of their financial personnel to address. This is particularly true in times of economic turbulence.

Some companies encounter major opportunities that they need expert help to evaluate and pursue. Other companies want experienced professionals to provide training or mentorship for their financial employees. Still others want to upgrade their accounting software but do not have the technical knowhow to make the transition.

One of the best and quickest ways to remedy such situations is through staff augmentation. This increasingly popular method of strategically leveraging resources and expertise can be invaluable in helping a company to achieve its financial goals.