ONBOARD

M&A Integration and Onboarding

Blue Ops can be your trusted partner as you embark on the journey up the mountain to the final sale. Critical post-acquisition tasks are often laid at the feet of finance teams with little to no experience in successful integrations. Blue Ops specializes specifically in transitioning new portfolio companies to PE operating models.

De-risk the first 6 months after close with proven processes, experienced people and fact-based business intelligence systems to accelerate value creation, setting your asset up for long-term success.

Proven Processes

How We Help

  • 100 Day Plan design and implementation
  • F&A and IT organization, system & process evaluation
  • Opening B/S, purchase accounting, audit/tax provider selection
  • Bank reporting process design and delivery
  • Accounting close cycle evaluation and process improvement
  • Treasury set-up
  • Cash flow forecasting design
  • Monthly/board reporting design, process/system implementation
  • Target case to management operating plan reconciliation
  • Daily sales and KPI design, process, reporting & dashboards
  • Planning, budgeting & forecasting process design and execution
  • Due diligence issue resolution and working capital reconciliation

Interim CFO Services

The Blue Ops team has multiple experienced CFOs on our roster who can step in to serve as interim or fractional CFO. Our experience spans a bevvy of industries, including consumer goods, food and beverage, cosmetics, and more.

Expert People: Augmenting Your Team

VP Finance or Director

When you need support from senior players, Blue Ops is here to help. We work with companies from coast to coast with experienced interim executives who can launch key initiatives, fill critical gaps and make key hires.

Expert People: Augmenting Your Team

Managers or Analysts

We staff high-level data scientists, managers and data/financial analysts who can provide short and long-term assistance on critical projects that fall outside of your management team’s expertise or current bandwidth.

Expert People: Augmenting Your Team

Controller, Accounting and Audit

From MBAs to CPAs to we bring a wide range of expertise across many accounting roles. We can serve in interim roles, stand up new accounting functions or fill in on a short or long-term basis for special projects.

Expert People: Augmenting Your Team

Catalyst® FP&A Software

Catalyst® allows your management teams to operate based off better intelligence and automate time-consuming reporting tasks. A cloud-based solution, Catalyst sits on top of your ERP(s) and databases to provide advanced FP&A capabilities and deeper insight into the business.

De-risk the first 6 months after close

When to Call Us

  • On EVERY DEAL to give company F&A team breathing room, keep relationships healthy, and ensure management can focus on core business opportunities
  • Company is new to PE ownership
  • If CFO/F&A team is inexperienced or lean
  • System / process / talent gaps exist
  • Specific concerns surfaced in diligence
  • A step change in F&A processes required

Where We Play

Benefits

1

On EVERY DEAL to give company F&A team breathing room, keep relationships healthy, and ensure management can focus on core business opportunities

2

Company is new to PE ownership

3

If CFO/F&A team is inexperienced or lean

4

System / process / talent gaps exist

5

Specific concerns surfaced in diligence

6

A step change in F&A processes required

Start accelerating value creation

Want to learn more about our Onboarding services? Get in touch with us today and let’s talk about where we can help.

A Few Companies We've Teamed With