Exit Readiness Checklist, a CFO Perspective

09/17/2024 |

After a period of relative quiet in the market, many experts anticipate that the “floodgates” could soon open, bringing a surge of deals to the table. Financial leaders and investors need to be proactive to ensure their companies or portco stand out in what could become a crowded marketplace.

With many CFOs and business leaders navigating lean teams and tight resources, it’s more crucial than ever to strike the right balance between ongoing operations and exit preparations.

In this video CFO of Bloomerang Steve Isom and Consero Managing Director of CFO Advisory Services Tom Pierce will cover:

  • Why is Exit Readiness a Topic for Today
  • The Essential Role the CFO plays
  • What Comprises Exit Readiness
  • Elements of Exit Readiness
  • Final Takeaways

To learn more, visit our website:  https://conseroglobal.com/request-a-consultation/

Elevate Your Strategy with Consero’s Advisory Services

05/27/2024 |

In today’s fast-paced business, finance teams face many challenges that can hinder growth, introduce new risks or increase costs. In these scenarios, highly experienced external teams can provide support and ensure success during these critical moments.

Consero’s Advisory Services focus on helping executives, investors and finance teams meet evolving critical needs during every stage in your company’s growth. During this virtual event, Consero’s Advisory Services team discussed the benefits of bringing a dedicated team of financial experts to act as a trusted partner for projects including:

  • CFO Advisory Services
  • Financial Planning & Analysis and KPI Reporting
  • Technical Accounting & Clean-Up Projects

To learn more, visit us our website:  https://conseroglobal.com/request-a-consultation/

Mastering Metrics: Critical KPIs for Business Success

04/29/2024 |

Understanding and leveraging key performance indicators (KPIs) is essential for driving growth and maintaining a competitive edge. Join us as we delve into the world of metrics, exploring the most vital KPIs that businesses should track to achieve sustainable success and incorporating real-world examples.

During this webinar, our presenters provide invaluable insights into aligning KPIs with organizational goals, leveraging data analytics for informed decision-making, and fostering a culture of performance excellence throughout the executive team.

To learn more about Consero, visit us at: https://conseroglobal.com/request-a-c…

Effective CFO Investor Collaboration: A Win-Win Approach

04/14/2024 |

In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies that you can implement in your own endeavors.

– David Acharya, Managing Director of Acharya Capital Partners

– Jennifer Mabe, CFO and Board Director

– Leon Chen, Managing Partner, Kayne Anderson Capital Advisors

– Tony Esposito, Managing Director, Consero

To learn more, visit us our website:  https://conseroglobal.com/request-a-consultation/

 

Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

02/13/2024 |

Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As an investor-backed CFO of a healthcare software company, Chad created a cost-effective, scalable, data-driven finance function by partnering with Consero and leveraging the Finance as a Service model.

Learn why findhelp chose Finance as a Service (FaaS) and how Consero provided:

– A standard set of financials via SIMPL® with additional custom reports as needed

– A solution and pricing structure that scales with the business with additional support as needed via Consero’s Advisory and Staff Augmentation Services

– An experienced finance & accounting team to act as a trusted advisor and close books by business day 10

– Freed executives from spending time on F&A so they could focus on strategy and developing internal team

To learn more, visit us our website:  https://conseroglobal.com/request-a-c…

 

Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals

01/23/2024 |

Over the past four years, state and local taxes have become a key component of all due diligence reviews, especially in software and services industries. Sellers have realized that lack of controls and compliance in areas such as sales and income tax have resulted in significant escrow hold backs during the sale process. 

That’s why Consero is partnering with Source Advisors, a premier specialized tax consulting firm, for this on-demand webinar that aims to help sellers prepare for a future sale as well as help minimize historical liabilities. We will also explain how companies currently in the sale process can work with buyers to minimize escrow amounts.

Whether you are preparing for a future sale or are currently engaged in the process, this webinar is essential for unlocking the full potential of your transaction.

To learn more about Consero, visit us at: https://conseroglobal.com/request-a-consultation

Add-On Acquisition Readiness Part 2

12/13/2023 |

With studies by Deloitte revealing that over 50 percent of acquisitions don’t achieve the expected ROI or value, businesses face a formidable challenge. How can organizations better prepare their acquisition strategy to beat the odds? 

In this on-demand webinar, our panel of experienced leaders (who have been involved in hundreds of acquisitions combined) explore the benefits, challenges, and key considerations for a financially successful acquisition. The panel includes:

– Trey Chambers, CFO of Idera (backed by TA Associates)
– Keith Collins, Managing Director with Seaside Equity Partners
– Chris Hartenstein, VP of Client Solutions with Consero
– Michael Foley, VP of Finance for Consero and Previously Experlogix, Therapy Brands

The panel will cover:

– Market Outlook Predictions
– Keys to a Successful Acquisition/Indicators of Challenges
– Consero’s Role in Supporting Acquisitions
– Target Selection and Due Diligence
– Integration Strategies and Checklists
– Considerations Related to Human Capital

Rapid Growth: Lessons and Learnings with Keel Digital COO, Jay Fischbach

12/13/2023 |

As the economy gains momentum post-downturn, business leaders and investors are refocusing on revenue growth. In this on-demand event, Keel Digital, COO, Jay Fischbach shares his wealth of experience and expertise in navigating the challenges of rapid growth in a health tech SaaS company.

Whether you’re a startup looking to scale or an established company aiming for accelerated growth, this video is designed to provide valuable insights and actionable strategies for C-Suite executives, finance leaders and investors.

The agenda includes:

– Overview of Keel Digitals margins and re-organization
– Evolving with the changing climate
– How outsourcing with partners can support growth
– Rapid growth: lessons & learnings
– Key reasons for success

Fueling Your Growth: The Power of Fractional CFO Services (Consero Webinar)

11/10/2023 |

While the CFO role is experiencing a wave of high turnover and escalating salaries across various industries, the significance of the role has also surged. A striking 90% of executives believe that the CFO role has significantly increased importance in response to economic uncertainty and growing financial complexity (Source: CFO). With companies searching for financial expertise, many are now turning to Fractional CFOs to offer strategic guidance on an outsourced basis.

During this video, you will discover how Fractional CFO Services, whether project-related assistance, temporary financial guidance, or financial leadership, can catalyze your company’s growth.

Our agenda will cover the following key topics:

– Outlook of the CFO Role
– Benefits of a Fractional CFO
– Evolution and finance function of a growing business
– When hiring a fractional CFO makes sense
– How to choose and benefit from the partnership 

Don’t miss this opportunity to gain insights from industry experts and discover how Fractional CFO Services can be a game-changer for your organization.

Speakers
Jeff Stoss, Client CFO and CFO Services Lead, Consero
Trey Swain, Client CFO, Consero

Consero Client Discussion: Base10 Partners – First Black-Led VC Firm To Cross $1 Billion AUM

11/10/2023 |

In this Consero client discussion with Jarred Morales-Mckinzie, Director of Finance at Base10 Partners, shares his experience in a venture capital firm with $1.8B in assets under management. Base10 is the first black-led VC firm to cross $1 billion AUM with new fund and chose to partner with Consero because we specialize in finance and accounting for investment management businesses in additional to software and professional service orgs.

Learn why Base10 chose Finance as a Service and how Consero provided:

– An integrated and custom accounting platform with tested processes, procedures, and solutions
– An experienced finance & accounting team to act as a trusted advisor
– Automation of data flow with built-in segregation of duties
– Established controls and transparency to mitigate risk and support the fast growing firm
– Freed executives from spending time on F&A so they could focus on strategy and closing deals

Visit Consero:
https://conseroglobal.com/request-a-consultation/