Post-Transaction FORWARD Program

CMF’s Post-Transaction FORWARD Program is a 120-day financial transition solution designed to drive private equity middle-market acquisitions to a strong start toward a maximum return on investment, by ensuring deal-related matters are resolved quickly, infrastructure and reporting provide visibility, and relationships for early success are appropriately developed. View "Results Reel" video » 

Proven Post-Transaction Service Modules

F    —  Finance Department Management
O    —  Operational Enhancements Generating Increased Cash Flow
R    —  Reporting Upgrades Meeting the Private Equity and Lender
       Requirements
W    —  Working Capital Adjustment Schedule Preparation and
       Communication
A    —  Acquisition Accounting and Auditing Management
R    —  Rendition of Future IT System Possibilities
D    —  Departmental Transition to your Team

Why Choose CMF?

  • CMF strengthens accounting infrastructure and reporting capability, while empowering and teaching the existing finance staff to operate within a new, highly leveraged environment.
  • With significant middle-market CFO experience, high-level accounting and audit management proficiency, and a proven Post-Acquisition 120-Day Financial Playbook, we quickly assess and take the lead on financial requirements and organizational challenges of the company’s new financial operations function.
  • We bring composure and cadence to rapid post-transaction changes because we have been there. We cut through complexities, bring a cash-flow-driven mentality, and provide objective visibility that yields insight, now.
  • Private equity principals and portfolio company CEOs trust CMF’s FORWARD program because we bring frequent communication and experience-based judgment, and provide a safe sounding board for private equity principals and CEOs to reflect upon critical strategic and tactical issues.

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Service Offerings

Learn how CMF’s financial management consulting services can enhance the value of your middle-market portfolio company.