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.

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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

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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.

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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

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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.