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Construction – Finance (CFO)

Company Size & Timeframe

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

    • 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
  • Situation

    • 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
  • Implementation

    • 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

Cerius Insights

Great job and exactly what was needed.”

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