Case Study

case study
user Robinson Paintill

Finance Transformation
Finance transformation & Sell-side diligence for $600MM transaction

Background

Our client grew from $500K to $125MM+ in just four years. AG team members were brought into the organization who started working directly with the founders to build out finance and related processes.

Problems

Before our engagement, one of the co-founders of the company was running all the company finances. Invoices and payables were sent whenever there was a leftover time in the day and the company didn’t leverage financial data to make strategic decisions.

COGS tracking and reporting were very difficult to calculate for a variety of factors including system constraints, account setups, complex sales channels, etc.

The company was not “sale ready” and lacked maturity in most functional areas.

AG’s Approach & results

AG’s tasks included the following:

Testimonials