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Preparing PE Portfolio Companies for a Successful Forecast Season
CFO Advisory Services
Resource Center
CFO Advisory Services
Resource Center
CFOs hired to lead PE-owned companies face steep expectations. Driven by the risks of borrowed capital and a sense of urgency to deliver results, these financial executives are expected to become experts in every facet of the business and maximize opportunities for value creation.
Transforming the CFO Function to Drive Value
Stout provides financial and operational expertise to help company management, operating partner CFOs, and shareholders maximize value at every stage of the M&A and private equity ownership cycle. Whether it’s preparing for a transaction, integrating a new acquisition, implementing process change, or driving growth during the hold period, Stout can bolster strategic finance and core accounting functions with the resources and insight needed to optimize performance, improve data visibility, and deliver results. Our professionals bring hands-on experience across a variety of industries and a pragmatic approach developed through direct corporate experience.
Transact |
Integrate |
Transform |
Exit |
Stout CFO Advisory Services
Operating Model and Roadmap
- Assessment & roadmap
- Operational diligence
- Skills assessment & talent-up skilling
- Target operating model design
- Functional benchmarking
Operational Effectiveness & Performance Improvement
- Process optimization
- Working capital / SG&A optimization
- Outsourcing & shared services
- Organization structure & role execution
- Technology selection & digital transformation
- IPO & exit readiness
Financial Planning & Analysis and Performance Visibility
- KPI & reporting definition
- Dashboarding & visualization
- Annual plan & budget execution
- Liquidity visibility & management
- Modeling & strategic decision support
- Predictive analytics
- FP&A stand-up & optimization
Interim Management
- Chief Financial Officer
- Head of Financial Planning & Analysis
- Chief Accounting Officer / Controller
- Vice President of Finance
- Treasurer
- Other accounting leadership
INSIGHTS
Private Equity Platform Onboarding: Maximizing Value
Discover how private equity firms can unlock value through effective platform onboarding in the first 90 days post-close.
Preparing PE Portfolio Companies for a Successful Forecast Season
Strategic alignment between portfolio companies and investors is essential to integrate long-term goals into the annual forecast.
10 Best Practices for Your Middle-Market M&A Transaction
Best practices companies should follow to ensure successful execution and integration of every transaction.
Tips for Value Creation During Longer Hold Periods
Stout’s Rudi Moreno points to bolt-on acquisitions, technology enhancements and other ways to boost value at portfolio companies.
Prevent Deal Erosion With a Holistic Approach to Finance Integration
Why it’s important to move beyond traditional M&A-related compliance matters and approach a transaction with a holistic suite of accounting and finance services.
Accounting and Financial Reporting Throughout the Transaction Lifecycle
Stout professionals featured in Q&A as part of Pitchbook Q2 2022 US PE Breakdown report.
EXPERIENCES
Developed Office of the CFO roadmap for PE-owned wealth management firm
Stout developed a future state roadmap for the finance function of a private equity platform specializing in wealth management services.
Provided accounting advisory services to PE-owned renewable energy firm
Stout provided a suite of services to a PE-owned renewable energy firm.
Served as CFO to a private equity-owned power plant
Stout served as CFO to a private equity-owned power plant.
Provided FP&A services to PE-owned life sciences consulting firm
Stout provided FP&A services to a PE-owned life sciences consulting firm.
Developed management reporting model for PE-backed equipment manufacturer
Stout developed management reporting model for a PE-backed equipment manufacturer.