Office of the CFO Resource Center

Office of the CFO 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.

Augmenting the CFO function to accelerate results

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.

Stout Office of the CFO Advisory Solutions





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Financial Planning & Analysis

  • Financial Planning & Analysis Stand-up
  • Financial & Management Reporting Analysis
  • Business Planning, Cash Forecasting, & Budgeting Solutions

Accounting Advisory

Interim Management

  • Strategic Financial Leadership
    • Chief Financial Officer
    • Treasurer
    • Head of Financial Planning & Analysis
  • Accounting & Controllership Services
    • Controller
    • Vice President of Finance

Business Transformation

  • Performance Improvement
  • Cash Flow Position & Liquidity Modeling
  • Operating Cost Structure Analysis
  • Working Capital Management
  • Capital Structure Alternatives Modeling

Digital & Data Analytics

  • Digital Transformation
  • Digital Strategy & Process Optimization
  • IT Performance Improvement
  • Dashboarding & Visualization
  • Business & Predictive Analytics
  • Cybersecurity & Data Compliance



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10 Best Practices for Your Middle-Market M&A Transaction

Best practices companies should follow to ensure successful execution and integration of every transaction.

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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.

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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.

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Accounting and Financial Reporting Throughout the Transaction Lifecycle

Stout professionals featured in Q&A as part of Pitchbook Q2 2022 US PE Breakdown report.


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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.

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Provided accounting advisory services to PE-owned renewable energy firm

Stout provided a suite of services to a PE-owned renewable energy firm.

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Serving as CFO to a private equity-owned power plant

Stout is serving as CFO to a private equity-owned power plant.

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Provided FP&A services to PE-owned life sciences consulting firm

Stout provided FP&A services to a PE-owned life sciences consulting firm.

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Developed management reporting model for PE-backed equipment manufacturer

Stout developed management reporting model for a PE-backed equipment manufacturer.