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.

Posted in

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.

Posted in

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.

Posted in

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.

Posted in

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.

Posted in

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.

Posted in

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.

Posted in

Regional Automotive Repair Firm in Philadelphia, PA

New Phase Advisory Services performed recruiting services to replace the client’s CFO

Posted in

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.

Posted in

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.

Posted in

What We Offer:

  • Outsourced Chief Financial Officer and Chief Operations Officer
  • Cash Flow Plans and Budgets
  • Financial Control and Process Improvement
  • Workouts
  • Due Diligence and Integration Plans for Acquisitions
  • Preparation for Business Sale
  • Capital Formation, Lender Management
  • Available Team of Seasoned Financial Professionals
  • Private Equity and Family Business Experience

Who Hires Us?

Bigstock_2199860We are most often retained by Owners and Management Teams of small to mid-size businesses, Private Equity Firms, and Mezzanine Debt Firms.