Resources

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Article

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.
Title card for 2024 CFO Survey Webinar year in review
CFO Support

2024 Year in Review: CFO Survey Insights + Predictions for 2025

Key challenges facing investor-backed CFOs and predictions for the future of finance leadership.
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Finance as a Service

How A Nonprofit CEO Leveraged Finance as a Service

Kelsey Louie, CEO of The Door, a youth services nonprofit, discusses how Finance as a Service (FaaS) transformed the organization's financial management, operational efficiency, and ...
CFO Support

Exit Readiness Preparation: A Complete CFO Checklist

Investor-backed CFOs are expected to lead their businesses through successful exits. Tom Pierce and Steve Isom share how to prepare to maximize shareholder value.
Events and Webinars

Financial Transformation in 90 Days: How Neil Wainwright and Consero Revolutionized Cira Apps’ Operations

Neil Wainwright, CEO of Cira Apps, discusses how partnering with Consero helped establish an efficient and cost-effective finance function within his first 90 days in-seat.
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.
Accounting Software

Consero Offers Finance & Accounting Expertise for Every Stage of Your Company

Consero offers comprehensive and flexible solutions tailored to resolve your organization's unique finance and accounting challenges.
Events and Webinars

C-Suite Planning for 2025: Five Reasons to Include Outsourcing

Learn how outsourcing can help early-growth and middle-market companies competitively scale, manage costs, and hedge against economic uncertainty.
Headshot of Tom Pierce, managing director of CFO advisory services at Consero Global
Article

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.
Article

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.
Events and Webinars

Exit Readiness Checklist, a CFO Perspective

The deal floodgates will soon open. Here’s how financial leaders and investors can proactively ensure their companies or portco stand out in a crowded marketplace.
CEO / CFO

The New Standard for Growth: FP&A and Reporting Practices

Middle-market and start-up companies need a Financial Planning and Analysis (FP&A) and Reporting practice. Outsourced solutions can help overcome internal personnel or budget limitations.

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