Family Owned Construction Management Firm Based in Delaware
New Phase Advisory Services provided outsourced CFO and Controller level oversight, restored a timely financial closing and reporting process, and assisted ownership with a turnaround plan and financial forecasting to repair lender relationships.
Continue reading →Telephony and Communication Equipment Service Provider Based in New Jersey
New Phase Advisory Services provided interim controller services while helping to recruit a new company controller. Also provided financial and cash forecasting to assist ownership in managing lenders and completing a turnaround.
Continue reading →Family Owned Construction Equipment Distributor Based in New Jersey
New Phase Advisory Services provided financial modeling and forecasting services to assist ownership with profit improvement planning and debt refinancing.
Continue reading →Private Equity Backed Nationwide Call Center Business Management of WCOT Program
New Phase Advisory Services provided resources to manage the process of redeeming Work Opportunity Tax Credits resulting in significant tax savings.
Continue reading →Family Owned Nationwide Industrial Painting and Coatings Contractor Based in Missouri
New Phase Advisory Services provided financial modeling and forecasting services to assist ownership with a profit improvement plan and with refinancing debt.
Continue reading →Family Owned Dairy Farm in Idaho
New Phase Advisory Services provided financial modeling and forecasting services to assist ownership with refinancing debt, improving profitability and planning for the restructuring and consolidation of operations.
Continue reading →Start-Up Healthcare Services Company in Philadelphia Region
New Phase Advisory Services provided start-up accounting services, outsourced CFO oversight, and helped the Company build an in-house accounting group. Accounting functions were gradually transitioned to the in-house accounting team.
Continue reading →Regional Automotive Repair Firm in Philadelphia, PA
New Phase Advisory Services performed recruiting services to replace the client’s CFO
Continue reading →Pharmaceutical Firm in Philadelphia, PA
New Phase Advisory Services provided resources to close out the client’s books and prepare audit workpapers so the client could successfully complete their first financial audit.
Continue reading →Business Services Firm in Philadelphia, PA
New Phase Advisory Services provided interim CFO services while the firm completed a search for a new permanent CFO. Cash flow planning and profit improvement consulting helped improve the company’s financial performance. New Phase Advisory Services also helped ownership evaluate acquisition targets.
Continue reading →Private Equity Backed Acquisition of Recycling Firm in Boston, MA
New Phase Advisory Services provided due diligence services for the PE acquirer and provided CFO consulting to the target company management on how to improve the accounting function to be U.S. GAAP compliant.
Continue reading →Family Owned Agriculture Conglomerate Based in Avondale, PA
New Phase Advisory Services provided an interim CFO, Controller and Senior Staff Accountant while rebuilding the company’s finance function and establishing an improved monthly closing and reporting process. Cash flow planning and profit improvement consulting helped improve the company’s financial performance and prepare it for a debt refinancing. New Phase Advisory Services also helped ownership divest of unprofitable operations and liquidate assets to pay down debt and deleverage the company.
Continue reading →Business Services Firm in Washington, DC
New Phase Advisory Services completed a profit improvement plan and provides on-going CFO guidance to ownership that has helped improve the company’s cash flow and profitability.
Continue reading →Logistics Services Firm in Philadelphia, PA
New Phase Advisory Services provided acquisition purchase accounting and year-end audit preparation consulting. New Phase Advisory Services also helped ownership evaluate the divestiture of a profitable division as a means to raise cash to meet other company objectives.
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