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Executive Leadership and Add-On Integration for a Consumer Services Franchisor

Executive Leadership and Add-On Integration for a Consumer Services Franchisor

Situation

A consumer services franchisor acquired an add-on from a public company while experiencing unexpected turnover across its finance leadership team. The organization needed stability, accurate financial reporting, and hands-on integration support to manage the carve-out and maintain operational continuity during a disruptive transition.

Solutions
1

Managed Opening Balances and Purchase Accounting

Handled the full carve-out process, including separating shared services from the parent company and establishing accurate opening financials.
2

Prepared Net Working Capital True-Up

Developed the true-up calculation to support post-acquisition settlement and ensure a smooth close-out process.
3

Provided Interim CFO Leadership

Stepped in as the financial executive during sudden turnover, guiding strategic decisions and restoring leadership continuity.
4

Interim Controller Support

Maintained day-to-day accounting oversight to ensure financial accuracy and protect operational stability.
5

Ensured Operational Continuity During Integration

Oversaw reporting, controls, and communication workflows to keep the business running cleanly through the transition.
6

Supported Seamless Add-On Integration

Coordinated cross-functional activities, aligned accounting processes, and ensured the acquired entity was incorporated efficiently into existing operations.
Results

The client maintained financial control and operational stability throughout the acquisition. The add-on was integrated successfully, leadership gaps were bridged without disruption, and the company gained renewed confidence in its financial operations during a critical period.

Stability

Interim finance leadership during turnover

Continuity

Operations protected through transition

Leadership

Strategic guidance during executive gaps

Acquisition On-boarding and Exit SupportFractional AccountingInterim CFO / Controller / FP&AB2B Services
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