A National Retailer’s Financial Leadership Gap Resolved
The Client
A nationally recognized retailer preparing for sale was undergoing a Quality of Earnings (QoE) Review conducted by a Private Equity Firm. The sudden departure of their Director of Finance left a critical leadership gap, jeopardizing the financial review process and overall transaction success.
The Challenge
To ensure the accuracy of their earnings before interest, taxes, depreciation, and amortization (EBITDA) and meet private equity due diligence standards, the client needed immediate, high-level financial expertise. Their CFO required a seasoned consultant with extensive M&A, private equity, contract negotiation, and operations management experience to navigate this high-stakes process.
The Solution: Venteon’s Strategic Financial Expertise
Venteon’s consulting services swiftly deployed a highly experienced financial consultant with a Big 4 CPA background and 30 years of executive leadership experience. This consultant had previously served as a CFO of a mid-sized publicly traded company and had extensive experience working with private equity firms.
Over the course of four months, Venteon’s consultant worked alongside the CFO of the Private Equity Firm to:
- Perform a detailed financial and operational analysis to validate EBITDA calculations.
- Prepare and present key financial reports aligned with Private Equity firm expectations.
- Ensure seamless communication and due diligence between the CFO and the Private Equity team.
Our Results
- Successful Completion of the QoE Review – The financial due diligence process proceeded without delays.
- Enhanced Financial Credibility – Strengthened the company’s valuation, supporting a smooth transition toward a sale.
- Executive-Level Stability – Allowed the CFO to remain focused on strategic planning rather than operational disruptions.
Why Venteon?
- Immediate Access to Elite Financial Talent – Venteon quickly connected the client with a proven executive-level consultant.
- Deep Private Equity & M&A Expertise – Our consultant’s extensive experience ensured precision and confidence in financial reporting.
- A Proactive Approach to Business Challenges – Venteon delivered a solution tailored to the client’s unique needs, securing a positive business outcome.
Transform Your Business with Venteon’s Consulting Expertise
If your organization faces critical financial challenges, Venteon’s consulting services provide the strategic expertise and leadership to navigate complex financial landscapes. Get in touch with us today to experience the Venteon difference for yourself.