CFO Consulting & Advisory

Become an Environmental, Social & Governance (ESG) Business

Meet the social responsibility that is expected from your people, vendors, communities and business partners

Get Ready to Go Public

Gain a detailed roadmap of what you need to address to perfectly time your entry in the market as a public company.

Learn if a SPAC is Right for Your Business

What was done in 12-18 months for an IPO must now be done in 12-18 weeks. Complete your SPAC in under 12 weeks

Plan to Merge or Acquire a Company (or get acquired)

Looking to exit or acquire or invest in a company? Get a detailed work plan tailored to your specific situation

Liquidate, Sell or Wind Down a Business

When the unexpected happens, react by restructuring, liquidating, winding down, selling assets or managing bankruptcy

Outsource the Finance & Accounting Portion of the Business

Whether you’re suddenly short-handed or can’t scale your team to keep up with growth, solve it with outsourcing

Receive a Valuation for my Business

Determine your company’s value by analyzing financials, history, projections, comparable companies & transactions

Stock Option Accounting

Use the latest in software solutions and hands-on expertise to harness the complexities of stock option accounting

Learn More About Benefit Plans

Get more info on compensation strategies, administration, testing and participant distributions and plan loans

Maneuver the Complexities of Lease Accounting

Get a lease accounting gap assessment so your team can properly prepare for regulatory and compliance changes

Recognize Revenue

Address disparity between rev rec compliance today and where you need to be tomorrow with ASC 606 & IFRS 15

Mitigate Fraud

Allegations of fraud, misstated financials or compliance and ethics issues can be disruptive and costly for an organization. Turn your data into information that can bring more order to complex matters and identify fraudulent activities

White Paper

Although built for the CFO, the CFO Evolution® 2.0 outlines the base for what many C-level executives face, getting out from under the functional roles and stepping more into leadership activities. Learning how to streamline your functional role will provide the time needed to properly plan and strategize what the future will look like for your business.

The Transformational CFO

Partner

Caroline Stovall, ACA

Caroline leads the firm's CFO Advisory practice. She has over 25 years of domestic and international experience.

Dallas, TX

Partner

Scott Schwartz, CEP

Scott helps privately held, pre-IPO and public companies handle a wide array of complex transactions.

San Francisco, CA

Partner

John Dunican

John is a partner in the Advisory Services practice with more than 30 years of financial and consulting experience

San Ramon, CA

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CFO Consulting & Advisory

Growing companies often find themselves needing additional resources as they expand and change.

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