The Accounting & Finance organizations of a newly acquired platform or add-on are often not prepared for the heightened requirements under PE investors. Smooth, well-planned & executed transitions to rigorous PE standards is a signature service of Outliers. We help your deals get off on the right foot.

Whether due to the lack of a qualified CFO in place for a new acquisition, the departure of an incumbent CFO, or a planned upgrade to the Office of the CFO, our PE experienced Partners and network of Consulting CFOs can provide needed expertise and leadership required during times of change.

Our Partners have 120+ years of combined accounting experience and can apply that expertise to your project. We’ve performed CFO & accounting function assessments, process improvement initiatives using 6σ tools, and the overhaul of banking/treasury operations. How can we help?

Lower middle market companies usually have underdeveloped accounting functions and often don’t need a full-time Controller or CFO. We can provide on-going CFO support for a fraction of the cost of a full-time CFO until the company grows to a point where a full-time CFO is required.

Due diligence processes for buy side or sell side small companies (revenues < $20 million) are very similar to the pocesses needed for larger acquisitions. Our QOE Lite service provides a “no frills” quality of earnings process at lower cost and over shorter time frames for small acquisitions or exits.

All portfolios will have some investments that are more challenged than others. These underperformers can sap PE & management energy & attention thus potentially lowering overall portfolio returns. Our PE experienced CFOs have worked through tough situations successfully.