Our firm delivers a full suite of specialized financial advisory services designed to support businesses at every stage of their lifecycle. From hands-on interim leadership and rigorous audit preparation to cutting-edge AI implementation, we bring the deep technical expertise and strategic execution needed to drive enterprise value.
CFO Advisory
Delivering unrivaled strategies to tackle every financial hurdle
Core Offerings
Office of the CFO
Advisory
Acting as CFO or Controller — strategy, assessment, and implementation.
PE Portfolio Company
Advisory
Specialized support for recently PE-backed companies.
Finance Transformation
Advisory
Restructure finance function through people, process, and technology.
Deal & M&A
Advisory
Maximize value through pre-transaction accounting cleanup.
Audit Readiness
& Support
Prepare for and complete financial statement audits with confidence.
Financial Reporting
& Modeling
Models, reports, and dashboards for informed decision-making.
Technical
Accounting
Navigate complex GAAP standards and reporting requirements.
AI
Advisory
Automate finance workflows and accelerate transformation with AI.
Common Engagement Drivers
1. Preparing for a transaction
2. Hypergrowth
3. Unexpected turnover
4. Weak finance infrastructure
5. Audit & QoE readiness challenges
6. Recently PE-backed
7. ERP or reporting issues
8. Interim role urgency
Services
Pre-Transaction & Post-Acquisition
- Quality of Earnings (QofE)
- Cash to GAAP Conversion
- Diligence Valuation
- Field Exams
- Purchase Price Allocations (ASC 805 / IFRS 3 / IRC 1060)
- Fairness Opinions
Operational Excellence
- Solvency Opinions
- IP Valuations
- Shareholder Buyouts
- Audit Preparation
- Finance Transformation
- Interim Assistance
- Tax Planning
Growth and Financing
- Sale-Leaseback Valuations
- Capital Raise Support
- Investments and Joint Ventures (ASC 323)
- Valuations (Diligence or Acquisition Financing)
Financial Reporting
- Goodwill & Intangibles (ASC 350 / IAS 36)
- Long-Lived Assets (ASC 360 / IAS 36)
- Stock-Based Compensation (ASC 718)
- Derivatives and Hedging (ASC 815)
- Debt Valuations
INDUSTRIES
GA Group has been involved in matters spanning every type of business and industry, including:
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Agricultural Lighting Company
Founder-Led
Engagement Highlights
- Referred by audit firm after 9-12 months of stalled progress — resolved all outstanding requests
- Rebuilt multiple years of accrual-based financials following a ransomware attack
- Served as interim Controller/CFO for under-qualified internal resource
- Primary point of contact for all financial diligence in strategic buyer process
Growth Opportunities Identified
- Sell-Side QoE
- Diligence Valuation
- Investment Banking
- R&D Tax Credits
- Fairness Opinion
- PPA for Buyer
Food Services Company
Founder-Led
Built relationship with investment banker and they referred us into their client. Project lasted 1.5 years.
Engagement Highlights
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Started project with 1 consultant
Driving efficiencies in month end close processes and reconciliations
Support with the quality of earnings
Support with the year end audit
High accounting turnover
Evaluated people, process and systems
Uplevel CFO and controller positions
Positioned company for PE process with clean, auditable financials
SaaS Company
PE-Backed
Built relationship with PE firm COO who referred us to 3 of their portfolio companies and to several other people with the PE firm. Project lasted 11 months.
Engagement Highlights
- Needed to uplevel the CFO so came in as Interim CFO
- Controller quit, stepped in Interim Controller
- Modeling and FP&A
- Technical accounting for complex revenue recognition (ASC 606)
- 13-week cash flow model and board-ready reporting package
- Supported management through annual audit
Quick Lube Franchisee
Multi-Location Retail
Established Relationship w/ PWC audit partner and they introduced us to their client. Project lasted 2.5 years.
Engagement Highlights
- Finance transformation across large franchisee network (400+ locations)
- Reviewed, implemented and recorded ASC 842 lease accounting for 800+ leases
- Evaluate lease software and functionality
Please note: The case studies above from GA Group, its professionals, and affiliates are provided for illustrative purposes only.
Key Contacts
Whether you are preparing for a transaction, navigating hypergrowth, or optimizing your finance infrastructure, our team is here to help. Contact one of our experts today to discuss your specific needs and discover how we can drive value for your business.
