New Phase Advisory Services is pleased to announce the opening of its new office in the Dallas – Fort Worth area! The new location will allow New Phase to support its clients in the central United States with the same high level of service enjoyed by its existing client base on the East Coast. The DFW office will be managed by Geoff Warrell who has been a Partner with New Phase since 2014. Both of the New Phase locations will provide the same offering of consulting services:
- Outsourced CFO & COO
- Cashflow Plans and Budgets
- Financial Control and Process Improvement
- Bookkeeping Services, Accounting, Financial Reporting, Board Reporting
- Transaction Advisory Services, Post-Closing Integration
- Preparation for Sale of Business
- Capital Formation, Lender Management
- Long-term Forecasts
- Private Equity and Family Business Experience
New Phase is most often retained by:
Owners and management teams of small to mid-size businesses who are:
- Experiencing a transition period or gap in financial or operational leadership
- Experiencing a heavy work load in their finance group due to special projects or year-end pressures
- Newly acquired portfolio companies facing the operational, financial and compliance transition to private equity ownership
- Preparing for a liquidity event (sale of business; bringing on PE partner)
- Thinking about recapitalizing their businesses
- Preparing for a debt refinancing
- Experiencing challenges with cash flow and profitability
- Family managed businesses
Private Equity/Mezzanine Debt Firms needing:
- Pre-acquisition due diligence
- Post-transaction integration planning and implementation
- Turn-around and restructuring of distressed or under-performing investments
- Interim CFO/COOs
Geoff Warrell can be reached in DFW at 610-716-1426 or Geoff@NewPhaseCFO.com should you or someone you know like to learn more about New Phase Advisory Services. Managing Partner, Gary Varney, can also be reached in Philadelphia
at 610-513-6053 or Gary@NewPhaseCFO.com