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CFO Acquisition Preparation: From Numbers to Narrative in Mid-Market Deals
Many mid-market companies pursue acquisitions but aren’t prepared when buyers come calling. Disorganized financials, undocumented operations, and unclear narratives can delay or reduce deal value. CFOs can lead readiness by strengthening reporting, streamlining operations, supporting strategic positioning with data, and managing risks—building credibility, protecting valuation, and ensuring smoother diligence.
Sep 3


Transforming Finance for Scale: Building Lean, Scalable Finance Operations
Finance leaders at mid-market and high-growth companies face rising pressure to scale operations without sacrificing compliance, cost control, or morale. This post offers actionable strategies—standardizing global processes, optimizing workforce models, and embedding automation—to build efficient, audit-ready finance operations that grow with the business.
Jul 7


Transitioning to NetSuite with Accounting BPO Services
Legacy accounting systems often hinder growth with manual processes, poor integration, and limited scalability. This blog post explores how combining NetSuite’s unified cloud platform with outsourced accounting services streamlines financial operations, supports complex needs like multi-entity consolidation, and enables businesses to scale efficiently. Learn how a smart transition strategy can unlock long-term success.
Dec 29, 2024


Navigating CFO Challenges in Divestitures
Divestitures pose complex challenges for CFOs—from accurate valuation and carve-out financials to system separation and business continuity. This blog outlines key finance and accounting hurdles during the divestiture process and offers practical strategies to address them. Drawing on real-world experience, we explore how CFOs can lead successful separations while balancing risk, regulatory demands, and day-to-day operations.
Jul 31, 2024


Navigating CFO Challenges in Mergers and Acquisitions
Mergers and acquisitions present complex challenges for CFOs, from consolidating financials and aligning accounting policies to retaining key talent and integrating systems. This post explores seven critical pain points CFOs face during M&A transactions and offers practical strategies to address them—ensuring a smoother integration process, stronger compliance, and clearer financial reporting in the aftermath of a deal.
Jul 17, 2024
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