Finance Transformation and Sell Side Diligence for $600MM Transaction

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Our client grew from $500K to $125MM+ in just four years. Our team members were brought into the organization who started working directly with the founders to build out finance and related processes.


Before our engagement, one of the co-founders of the company was running all the company finances. Invoices and payables were sent whenever there was leftover time in the day and the company didn’t leverage financial data to make strategic decisions.

COGs tracking and reporting were very difficult to calculate for a variety of factors including system constraints, account setups, complex sales channels, etc.

The company was not “sale ready” and lacked maturity in most functional areas.

Our Approach and Results

The team’s tasks included the following:

  • Setting up the financial infrastructure for the entity and working directly with the CEO to ensure the structuring of operations would facilitate insights into COGs and other key reporting metrics
  • Creating baseline financial reporting tools and processes. Collaborating with all departments of the organization to create actionable dashboards that combined financial and operational data
  • Building automated Excel processes focused on allowing data from disparate systems to be consolidated in a dashboard format
  • Working with executive leadership to recruit, onboard, and transition finance responsibilities to internal resources
  • Working with the leadership team on exit planning
  • Training and developing new resources in finance, as well as general staff through an onboarding training
The experience described in this case study was performed by Accelerated Growth, a company acquired by Sikich LLP on 11.30.2022. Please click here for more information about our Finance Transformation services.

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This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.


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