CFGI is an established leader in delivering expert operational finance and technical accounting services to corporations and their investors. Our Firm was built with the highest quality professionals who are innovative, passionate, and work alongside our clients to solve their most complex and critical finance and accounting issues.

First 100 Days

  • Develop KPI and financial dashboard
  • Develop financial reporting package
  • Create an operating budget
  • Record purchase accounting
  • Value acquired intangible assets
  • Provide transitional finance resources
  • Assess the accounting system
  • Prepare a working capital adjustment

Holding Period

  • Carve-out financial statements
  • Implementing corporate development strategies
  • Integrate financial operations of add-on investments
  • Budgeting and forecasting
  • Audit preparedness
  • Bank reporting
  • Valuations services

Exit Strategy

  • Preparing financial data for offering memos
  • Assistance accessing public markets
  • Sell-side due diligence
  • Ad hoc projects
  • Forecasting exit scenarios
  • Carving-out business units/subsidiaries
  • Valuation services

All these challenges require having accurate, timely, and detailed data from your financial operations team. CFGI can help address all these work streams with our finance, accounting, consulting, interim management, corporate tax, valuation, and transitional finance experience.

With CFGI, you have immediate access to leading-edge technical expertise. With the business savvy to quickly resolve complex accounting and finance issues, our consulting professionals are prepared to perform across a range of management positions from accounting manager to CFO. For each engagement we undertake, CFGI works to establish a strong collaborative relationship — while keeping a continual eye on the management of risk and overall operational effectiveness. Learn more about CFGI’s consulting services here.

CFGI offers a full range of interim management solutions, from project-specific staff to controllership to financial team support. While providing experienced professionals with the essential expertise required in fill specific roles, our focus is to ensure continuity and integrity for daily accounting, finance and business operations. Learn how CFGI effectively and seamlessly integrates with your internal staff here.

CFGI offers a comprehensive suite of valuation services for mergers and acquisitions, financial reporting and tax compliance purposes. These services are designed to anticipate and address the needs of auditors, capital markets, the SEC, and the tax authorities. In our trademark highly-engaged and collaborative manner, CFGI develops a deep understanding of your business environment, internal systems and operational processes. Learn more about CFGI’s valuation services here.

We understand the impact of today’s political and business climate, and how it places increased regulatory scrutiny on income tax filings, reporting and disclosures. Working directly with your internal tax accounting department — or as a completely outsourced provider delivering support and supervision — CFGI offers a range of adaptable corporate tax solutions. Learn how CFGI can assist with all facets of your corporate tax challenges here.