Transitioned a $35M Education Software Company to PE ownership
Situation
Functional gaps caused financials to be misreported and AR to be uncollected leading to a cash crisis.
Solutions
- Developed reporting package and weekly metrics reporting to meet PE needs
- Built first year budget and enhanced bookings analysis to better understand growth drivers
- Assisted management select a new ERP system (Intacct)
- Advised on ERP configuration to optimize data compilation and post-implementation reporting
Results
Company grew from $18MM to $35MM in revenue during engagement.
Consulting ServicesEducationSoftware
