Company Size & Timeframe

  • $25 million in revenue
  • 5 days/week, 11 months


  • Increased credit line and secured better banking terms
  • Accounting team performing at higher level
  • Increased accounting accuracy – more work with fewer personnel

Company Profile & Position

  • Family-owned
  • Woman-owned
  • CFO


  • Growing quickly
  • Considering a sale of the business
  • Accounting and inventory systems not linked
  • No financial tracking, reporting or systems in place
  • Standard financial operations not being completed


  • Prepared company for sale, including management presentations to potential buyers
  • Created new process to connect inventory and accounting systems
  • Set up monthly closing process and templates
  • Elevated/trained accounting employees
  • Established reporting for decision-making
  • Conducted international negotiations and lease renewals
  • Worked with owners to establish strategic planning initiatives and business changes to sustain revenues, EBITDA and net income

See what Cerius can do for you.

Cerius Insights

Great job and exactly what was needed.”