Resources

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Signs Your Portco Isn’t Ready for an Exit (+ How to Prepare)

Identify and address these warning signs to maximize your valuation and ensure a successful exit.
Article

CFO Value Creation in PE-Backed Exits

Consero's Tom Pierce and Jason Adams, BV Investment Partners, joined ACG's Middle Market Growth podcast to explain how PE-backed CFOs create value in successful exits.
Headshot of Tom Pierce, managing director of CFO advisory services at Consero Global
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Exit Readiness: A CFO’s Perspective on Preparation

CFOs need to prepare in advance to ensure a successful exit. Tom Pierce, Managing Director of CFO Advisory Services, shares how to begin.
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Unlocking Growth: How CFO Advisory Services Propel Companies Forward

CFO Advisory Services provide on-demand access to a team of experienced CFOs and financial solutions to help you manage all aspects of your financial department.
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12 Key Benefits of Hiring a Fractional CFO

A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
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Solving for the CFO: Staying Ahead of Growing Challenges and Demands with Consero’s Advisory Services

As the role of the CFO has evolved in recent years and become both strategic and more complex, the difficulty of sourcing CFO talent has ...
7 Ways to Boost Your Cash Flow Right Now
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7 Ways to Improve Your Cash Flow Right Now

Cash flow is the lifeblood of any business. Consider these strategies to boost your cash flow today.
The Benefits of FaaS During Times of High Volatility and Uncertainty
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The Benefits of FaaS During Times of High Volatility and Uncertainty

The current market climate is as volatile and uncertain as it has been at any time since the Great Recession of 2008-2009. On top of ...
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Recession Survival Guide: Remember L.I.K.E. as You Plan for an Economic Slowdown

Depending on which economic forecaster you’re listening to, a recession or economic slowdown in the U.S. is probably likely sometime this year. Therefore, now is ...
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M&A Growth Considerations: Challenges with Carve-Outs and Roll-Ups

Chris Hartenstein, VP of Client Solutions, talks with us about carve-outs and roll-ups, which are two common strategies used in the corporate M&A world. Following ...
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Cost Containment Strategies During an Economic Downturn

In the current uncertain economic environment in which some economists are predicting an economic slowdown or even recession, it’s important for CFOs to carefully evaluate ...
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Meet the Talent Challenge with Finance as a Service (FaaS)

The worker shortage that began during the COVID-19 pandemic is starting to ease up in some industries, but it remains a challenge in accounting and ...

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons