Businesses at pivotal growth stages face enough challenges without having to navigate capacity constraints, evolving financial complexities, and the need for strategic financial guidance. At HCVT, we provide comprehensive solutions that go beyond accounting to meet your business needs, leveraging our expertise to help you thrive.
We deliver more than transactional support – our team becomes your trusted partner for strategic and financial planning throughout the business life cycle. By understanding your goals and proactively addressing gaps, we ensure that every step of your financial journey is seamless, strategic, and successful.
Our CFO Advisory Services:
- Corporate Development - Seize opportunities and drive growth with our Corporate Development expertise:
- Carve-Out Planning & Execution
- Merger Integration Planning & Execution Support
- Financial Planning & Analysis - Strategic financial planning is paramount for sustainable growth. We empower you with tools and strategies to navigate complex financial landscapes:
- Cash & Liquidity Forecasting
- Incentive compensation planning
- Integrated cash-flow modeling
- Long-term projections
- Management Reporting
- Profit analysis (customer/product/division)
- Strategic Decision Support
- Investigative Data Analytics - In a data-driven world, timely insights are the key to success. By analyzing 100% of your data, we detect and quantify fraudulent activity, mitigate risks, and provide actionable insights:
- Accounting Policies and Procedure Assistance and Risk Governance
- Fraud Detection and High Risk Transaction Review
- Fraudulent Financial Reporting
- Internal Control Weaknesses + Segregation of Duties
- Technical Accounting Advisory - Navigating complex accounting issues requires a deep understanding of the intricacies of financial reporting standards. Our Technical Accounting Advisory services ensure that your financial statements comply with the most stringent requirements.
- Accounting Standard Changes
- Audit Readiness
- Controller Support
- Finance Process Automation
- Financial Statement Preparation
- IPO Readiness
- Seller Readiness – Accounting Support
- Seller Readiness – Tax Structuring
- Data-Driven Business Optimization & Analytics Consulting - Our analytics consulting services use data to drive business growth, improve operational efficiency, and prepare companies for investment or acquisition:
- Financial Forecasting & Budgeting: Create detailed revenue, EBITDA, and cash flow forecasts tailored to your growth and market conditions.
- Marketing Optimization: Scale marketing budgets and maximize ROI by analyzing customer acquisition costs (CAC), lifetime value (LTV), and channel performance.
- Inventory & Supply Chain Optimization: Balance growth with inventory needs through data-driven sales volume projections and supply chain planning.
- Financial Reporting & Accounting Systems: Implement robust financial reporting systems, including accrual accounting, to accurately track business performance.
- Business Intelligence & Data Platform Development: Build comprehensive data infrastructure with tools like Snowflake and Power BI, integrating data from multiple sources for actionable insights.
- Operational Analytics: Support key decisions like product launches and pricing strategies by analyzing contribution margins and customer segments.
- Transaction & Valuation Support: Prepare for investment or sale with refined financial models, due diligence, and Quality of Earnings (QoE) analyses.
Our expertise, tailored to closely held, middle-market organizations, ensures that you are well-prepared for every financial challenge. Whether you're navigating critical growth phases, M&A opportunities, or complex financial matters, we have the proficiency and dedication to see you through.
