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CFO Services and C-Suite Interim Management

 

CFO Services and C-Suite Interim Management

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Times of transition often dictate the need for a part-time or interim CEO, CFO, CRO, or other C-suite executives for entrepreneurial and middle-market companies. Distressed situations, high growth, and other circumstances require experienced executives to seamlessly assume leadership and implement quick change. When a management solution is required to handle complex or urgent strategic, operational, or financial issues Avant® Advisory Group can be the proven solution.

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Avant® provides seasoned, certified and other credentialed financial and operational experts who have had many years of senior management experience obtained with large- and middle-market companies. Our management consultants bring interim leadership to troubled companies – analyzing profitability, realigning operations, reducing costs and expenses, minimizing cash, reducing working capital, and maximizing asset utilization.

Our experts move quickly, objectively, and thoroughly to immediately integrate into a company to assess challenges, pursue opportunities, and mobilize the right resources to solve problems and maximize results.

Our senior management skills and interdisciplinary capabilities include:

Accounting and Financial Reporting

  • Assessing internal and external financial reporting system and processes
  • Revamping reporting procedures and controls
  • Developing reporting packages
  • Complying with GAAP, SEC, IFRS
  • SEC filings: Forms 10-K, 10-Q, S-1, 8-Ks, etc.
  • Management’s Discussion and Analysis (MD&A)
  • Financial audit planning and coordination.
  • Costing system assessment

Planning and Analysis

  • Strategic planning
  • Multi-year operating plans
  • Short and long-term financial forecasting
  • 13-week cash flows forecasts
  • Rolling forecasts and projections
  • Performance improvement assessment
  • Cash and working capital management
  • Expense reduction
  • Profitability analysis by customer, product line, channel, geography
  • Acquisition and disposition analysis
  • Key performance indicators, dashboard metrics, competitive benchmark development
  • Capital structure evaluation

Internal Control Documentation and Redesign

  • Documentation of processes in narratives and flowcharts
  • Assessment of internal controls
  • Recommendations for improvement and control remediation
  • Implementation of and staff training regarding recommendations
  • Monitoring of system of internal controls
  • Sarbanes-Oxley compliance and assessment

Additional CFO and C-Suite Interim Services

  • Audit committees, boards of directors, executive committee
  • Corporate governance assessment
  • Interim management services
  • Capital raising
  • Interface with third party professionals – attorneys, auditors, investment bankers
  • Develop/maintain lending and investor relationships
  • Coordinate capital market transactions
  • Cash management system reviews
  • Assistance with systems selection and implementation
  • IT diligence
  • Pre-IPO/public company preparation
  • Risk assessment and analysis

Accounting and Financial Reporting

  • Assessing internal and external financial reporting system and processes
  • Revamping reporting procedures and controls
  • Developing reporting packages
  • Complying with GAAP, SEC, IFRS
  • SEC filings: Forms 10-K, 10-Q, S-1, 8-Ks, etc.
  • Management’s Discussion and Analysis (MD&A)
  • Financial audit planning and coordination.
  • Costing system assessment

Planning and Analysis

  • Strategic planning
  • Multi-year operating plans
  • Short and long-term financial forecasting
  • 13-week cash flows forecasts
  • Rolling forecasts and projections
  • Performance improvement assessment
  • Cash and working capital management
  • Expense reduction
  • Profitability analysis by customer, product line, channel, geography
  • Acquisition and disposition analysis
  • Key performance indicators, dashboard metrics, competitive benchmark development
  • Capital structure evaluation

Additional CFO and C-Suite Interim Services

  • Audit committees, boards of directors, executive committee
  • Corporate governance assessment
  • Interim management services
  • Capital raising
  • Interface with third party professionals – attorneys, auditors, investment bankers
  • Develop/maintain lending and investor relationships
  • Coordinate capital market transactions
  • Cash management system reviews
  • Assistance with systems selection and implementation
  • IT diligence
  • Pre-IPO/public company preparation
  • Risk assessment and analysis

Internal Control Documentation and Redesign

  • Documentation of processes in narratives and flowcharts
  • Assessment of internal controls
  • Recommendations for improvement and control remediation
  • Implementation of and staff training regarding recommendations
  • Monitoring of system of internal controls
  • Sarbanes-Oxley compliance and assessment