Advisory Business Model

Long Term Client RelationshipsAvg > 4+ yrs

High Employee Retention

Avg > 5+ yrs

Cost Efficient Service Model

Experienced and Tenured

Professionals

Proven Results High Customer

Satisfaction

Value Proposition

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Industry & Services

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Private Equity

Healthcare Public & Private

Banking & Insurance

Accounting & Financial Consulting

Risk Management & Process Improvement

Information Technology

Private Equity

Private Equity Services

Finance & Accounting

• Interim CFO Services• Special situations • Cash flow improvement• Accounting support• Post Acquisition Support• Integration services • Common reporting platform• Purchase price adjustments • Audit support facilitation • Technical Accounting • GAAP analysis & special projects• Purchase accounting

Risk Management & Process

Improvement• Process Improvement • Cash management • Product & customer

profitability• Functional area cost

reduction• Internal Audit &

Compliance • Internal controls review • Regulatory compliance • Outsourcing

Information Technology

• Systems Integration • Project Management (PMO)• Business process integration • Financial systems integration• Outsourcing and carve outs • IT Assessment • Due diligence • Best practice reviews • Audit & Controls • IT controls review• PCI compliance • SAS 70, HIPAA

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Private Equity Clients

Selected Case StudiesInterim CFO Services

Industry Revenue Situation ResultConstruction $30MM • Covenant compliance

• Cash management issues• Achieved compliance, reduced leverage 3.75X 2.5X • Improved cash performance, DSO 80->50 Days

Consumer Products

$55MM • Departing CFO• 90% store leases renew • Audit required in 30 days

• Profitability analysis of leases – extensions or new locations. Saved 10+% of lease costs

• Successfully managed audit, recruited new CFO

Manufacturing $350MM • New acquisition and consolidation

• Setup accounting and finance functions, managed finance system integration• Conformed financial reporting to PE firm standards

Post Acquisition SupportIndustry Revenue Situation ResultHome Services • $40MM • Aggressive acquisition

program• Technical accounting

• Due diligence for 20+ acquisitions, integrated systems• Managed accounting issues: FIN 46, carve out, inventory

and lease accounting

Manufacturer • $180MM • Post acquisition accounting and finance

• 40% purchase price adjustments defined/negotiated• Closed $30.0MM facility to take-out bridge financing• Improved working capital by $2.0MM

Education • $120MM • Aggressive acquisition program

• Full suite of post-acquisition services: purchase accounting, opening B/S, consolidation/integration

• Audit fees reduced by $0.5MM over 2 years

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Selected Case StudiesSystem Integration

Industry Revenue Situation ResultIndustrial Services $1.4B • Cost reductions needed

• Process failures impacting cash management

• Reengineered finance processes ($0.7MM) $0.2MM bank fees, 60% lower vendor calls, 80% decrease in exceptions, headcount reductions

Consumer Products

$300MM • Rollup w/ 9 legacy systems• Needed customer/product

level profitability

• Implemented BI solution to consolidate legacy systems• System of record for customer/product profit margins• Accurate sales and pricing improved mix and profit

Healthcare $200MM • HIPAA Compliance • Assessed IT processes and controls related to HIPAA• Identified gaps, implemented corrective actions and

required policies and procedures

Technical AccountingIndustry Revenue Situation ResultFranchising $400MM • Unable to sell franchises

• Required clean audit for FCC and state regulators

• Recreated 60% of books and records, successfully completed audit, met regulatory timeline

• Established go forward internal control processes

Manufacturer $1.3B • Technical accounting requirements

• Expert support

• Implemented FIN 46, FIN 144, FAS 133 (Accounting for Derivative Instruments & Hedging)

• Developed variable stock option models

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Clients

Healthcare

Technology & Media

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ClientsConsumer & Retail

Industrial

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