Services for Private Equity Portfolio Companies

Valuation and transaction advisory

Professional advisory for business transactions and financial reporting.

• Business Valuation Advisory
• Transaction Valuation
• Purchase Price Allocation Support
• Fair Value Advisory
• Financial Due Diligence
• Mergers & Acquisitions Advisory
• Investment Analysis
• Transaction Structuring
• Financial Modelling

Reporting for investors and boards

Reliable financial reporting that supports informed business decisions.

• Bookkeeping
• General Ledger Maintenance
• Financial Statement Preparation
• Management Reporting
• Board Reporting
• Consolidated Financial Statements
• Month-End & Year-End Close
• Cash Flow Reporting
• MIS Reporting
• Financial Dashboard Development

Controls and governance

Build a stronger financial control environment.

• Internal Control Framework Design
• SOX-style Controls (where applicable)
• Risk Assessment
• Segregation of Duties Review
• Delegation of Authority Framework
• Policy & SOP Development
• Compliance Reviews
• Fraud Prevention Controls
• Governance Framework Design

Performance improvement

• KPI Framework Design
• Performance Dashboards
• Business Health Assessment
• Profitability Improvement
• Strategic Planning
• Growth Advisory