We provide services to the CFO across finance operations, technical accounting, staff augmentation, and post-acquisition integration. Each engagement is scoped to your specific situation—whether you're navigating Day One of a new investment or preparing for exit.
Assess. Stabilize. Optimize.
On acquisition date, most lower middle-market companies have never been sponsor-backed. Finance is typically staffed lean, processes are undocumented, and systems are poorly integrated. The result: delayed closes, unreliable reporting, and an inability to support decision-making.
We assess and stabilize finance operations across people, process, and technology—ensuring your portfolio company can close the books accurately, report on time, and support the business from Day One.
Revenue recognition, billing, collections, cash application
Purchasing, vendor management, AP processing, expense management
Month-end close, reconciliations, consolidation, financial reporting
Budgeting, forecasting, management reporting, KPI development
Every FFS engagement includes a targeted review to identify critical deficiencies—process gaps, control weaknesses, key-person dependencies, and system limitations—that could compromise the investment thesis if left unaddressed.
Demystify. Document. Operationalize.
Both private and public companies are required to adopt a formal basis of accounting. But compliance with GAAP doesn't drive business results or value creation—and poorly documented positions create risk at exit.
We help companies articulate defensible accounting positions, document them in a straightforward manner, and operationalize them within systems of record so that Finance and the business can move forward with confidence.
Opening balance sheet, purchase price allocation support, acquisition-date fair value, technical memos for auditor review
Contract analysis, performance obligation identification, SSP determination, variable consideration, system configuration
Lease inventory, classification, measurement, disclosure, ongoing accounting
Grant date fair value, expense recognition, modification accounting
Primary beneficiary analysis, consolidation mechanics
Instrument analysis, embedded features, bifurcation
Hedge documentation, effectiveness testing, designation
Emergence accounting for restructured entities
Cash-to-accrual, IFRS-to-GAAP, statutory-to-GAAP
We don't just write memos. We ensure conclusions are reflected in your chart of accounts, configured in your ERP, and understood by your team. Positions are audit-ready and operationally sustainable.
Preserve Value. Capture Synergies.
The first 100 days after close determine whether an acquisition creates or destroys value. Integration requires cross-functional coordination, clear accountability, and deep expertise in the functions that matter most—particularly Finance.
We run the Integration Management Office for platform acquisitions, bolt-ons, carve-outs, and true mergers. Kadmus provides the structure and oversight to ensure the investment thesis is protected while synergies are captured.
Critical path activities, legal entity setup, bank accounts, payroll continuity, IT access, communications
Detailed workstream plans, milestone tracking, executive reporting, issue escalation
Future-state design for people, process, and technology across all functions
Identification, validation, and reporting of cost and revenue synergies
Coordination across Finance, HR, IT, Sales Ops, Legal, and Operations
Absorption — Target fully integrated into acquirer's operating model
Symbiosis — Best practices adopted across both organizations
Preservation — Target operates semi-autonomously with financial integration
Holding — Minimal integration, emphasis on quick-win synergies
Opening balance sheet and purchase accounting, closing statements and net working capital, month-end close documentation, management reporting package development, 13-week cash forecast, ERP assessment, chart of accounts alignment, bank account setup and legacy delink.
Flexible. Senior. Immediate.
Sometimes you need experienced finance leadership fast—an interim CFO during a transition, a controller to manage a complex close, or specialized capacity for a discrete project. Recruiting takes months. You need help now.
Surge Finance provides flexible, senior-level support to fill gaps and maintain momentum. We deploy experienced professionals who can step into your environment and contribute immediately.
Executive leadership during transition, transaction, or vacancy
Month-end close management, audit preparation, process stabilization
Discrete initiatives with defined scope and timeline
Additional capacity during peak periods or special projects
CFO departure with no succession plan
Controller struggling with first institutional close
Audit preparation overwhelming internal team
M&A activity requiring dedicated finance resources
System implementation needing finance SME involvement
Maternity/paternity leave coverage for key personnel
Senior professionals with Big Four and industry backgrounds. No learning curve on sponsor expectations. Immediate contribution. Clean handoff when the engagement ends.
Every portfolio company is different. Let's discuss your specific challenges.
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