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Private Equity Value Creation

Helping you attain measurable growth in the value of your private equity investments.
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Investment funds served


Portfolio companies served


Years of average post-transaction private equity experience among leaders

Unlock Your Full Potential in a High-Stakes Landscape

Private equity firms are constantly challenged to generate significant returns in their current portfolios while continuing to identify and execute future transactions. Turn those challenges into your competitive edge.

FORVIS can help you navigate complex opportunities and “pain points” related to the financial and operational levers that drive value in your investments. Acting as an extension of your team, FORVIS allows your portfolio company’s management to remain focused on running the core business. Our team provides an all-in attitude to handle the critical, yet demanding, details related to transforming accounting, finance, and operations post transaction.

Whether you need an interim CFO, guidance through complex acquisition integrations and improving process efficiency, or enterprise resource planning (ERP) implementation skills, we’ll roll up our sleeves and work closely alongside you throughout your journey.

You’ll get a team that provides an Unmatched Client Experience®, putting your needs first and collaborating closely to help you move forward with momentum.

How FORVIS Can Help

Interim CFO & Performance Improvement

In a fast-paced PE landscape, effective financial management is paramount. At FORVIS, you'll have a dual advantage: a seasoned strategist equipped with a robust CFO skill set, coupled with seamless access to our wide-ranging suite of services, including our ERP implementation, automation and innovation, and analytics teams. We help you navigate the transition from founder-led operations to a sophisticated, professional platform—driving your growth and scalability.

Finance & Accounting Management

  • Stabilize finance and accounting operations with our interim CFO and controller support
  • Provide project management and support over accounting and finance operations in your 100-day post-transaction plan
  • Provide general finance and accounting leadership and oversight on an interim basis and act as an intermediary between stakeholders, e.g., lenders, investors, and others, and portfolio company management
  • Execute and improve monthly close and financial reporting process
  • Identify areas requiring process improvement and develop related road maps addressing overall pain points, including but not limited to:
    • General Accounting Processes & Procedures
    • Accounting Close
    • Financial Reporting
    • Other Operational & Financial Metrics & Dashboards
    • Accounting Controls & Segregation of Duties
  • Develop recommendations and action plans on appropriate accounting and finance department structure and resources

Business Strategy

  • Assessment of profitability by channel, business line, and customer, including overall gross profit analysis
  • Assist in identifying areas to improve overall business profitability, including both gross margin enhancement and other operating efficiencies
  • Preparation of cash flow forecasting and associated cash flow management
  • Collaborate with the executive team, including CEO, to deliver key financial and operational priorities
  • As it pertains to mergers and acquisitions, support execution and realization of anticipated synergies

Financial Reporting & Analysis

  • Creation of formal deliverables, including a financial reporting package, key financial and operating metrics, gross margin analysis, and periodic management dashboards
  • Example key metrics may include:
    • Trending Revenue & Cost by Channel & Product
    • Trending Headcount & Cost per Employee by Functional Area
    • Sales & Margin Analysis by Customer
    • Sales & Marketing ROI
    • Other Custom Metrics as Considered Value-Added
  • Automation of daily, weekly, and monthly dashboarding and reporting
  • Assess current accounting and reporting systems against short- and long-term objectives and provide recommendations on scalable accounting and other systems based on objectives
  • Manage processes for financial forecasting, budgeting, consolidations, planning, and analysis
  • Assistance with the development and preparation of monthly board package

Merger Integration & Transformation

Navigating a merger can be all-encompassing. We help you focus on what you do best—serving customers and running your business—while we handle complex integration tasks.

FORVIS has the infrastructure to help you solve common challenges, from merging sales operations to managing an IT platform transition.

Our team is aligned with our transaction advisory practice, which helps us understand the deal objectives early on, unlocking anticipated value and synergies and paving the way for a smooth integration. With you, we:

  • Help streamline your merger with a tailored integration strategy and vision driven by the deal thesis
  • Drive alignment around process priorities and best practices for the combined entity
  • Communicate frequently and clearly throughout the merger process, keeping all stakeholders on the same page
  • Craft a detailed project plan and effective execution process, helping reduce the risk of delays
  • Use our Integration Management Office for continuous support, issue resolution, and cross-functional coordination
  • Work to achieve a smooth transition to "business as usual" with our diligent monitoring of KPIs, milestones, and synergy costs
  • Enhance decision making with regular status reports and risk mitigation strategies

Project approach:

  • Detailed Integration Scoping & Planning
  • Aggressive 90-Day Execution
  • Continued IMO Support for Long-Term Transitions

ERP Implementation & Fine Tuning

Scaling up means outgrowing existing operational systems. FORVIS can help you regain your focus on growth by transforming your financial and ERP infrastructure to match your ambitions. Our team provides functional capabilities in systems like NetSuite backed by a deep understanding of finance and accounting—bridging the gap often left by conventional ERP vendors.

With FORVIS, we will help you improve your data and enhance your reporting capabilities, meeting investor and lender demands head-on.

FORVIS helps you:

  • Gain a detailed understanding of your key processes and data flow with our thorough discovery and process development
  • Identify gaps in your current setup and create a road map toward a future state that’s primed for your planned growth
  • Bring together data from multiple systems to one data set and provide relevant information across the organization
  • Select the most suitable ERP system for your needs through our meticulous evaluation of capabilities, cost, scalability, and compatibility with your existing technology
  • Navigate ERP vendor selection and negotiation, helping you select an appropriate choice for your organization's needs
  • Transition smoothly with our dedicated change management and project management support

We’ll help you realize faster insights and streamlined operations with a fully integrated ERP system that’s tailored to your specific finance and accounting needs.

System Integration Services:

  • Discovery & Process Definition
  • ERP Vendor Shortlisting & System Selection
  • Implementation Project Management & Support

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Ben Redman Partner

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