CFO Services and C-Suite Interim Management
SERVICES
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.
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:
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
Planning and Analysis
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
Accounting and Financial Reporting
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
Internal Control Documentation and Redesign
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
