Post-Close Onboarding

The First 100 Days Define the Hold

In private equity, the first 100 days define the hold period, but the work that matters most is often the first to get dropped.

Blue Ops is Your Trusted Partner as You Begin the Journey Towards a Successful Exit.

Critical post-acquisition tasks are often left at the feet of Finance teams with little to no experience in successful integrations. Blue Ops specializes precisely in transitioning new portfolio companies to PE operating models and expectations. Institutional grade infrastructure stood up in weeks instead of quarters.

Proven Processes

How We Help

01

100-Day Plan Design and Implementation

02

Monthly and Board Reporting — Design, Process, System Implementation

03

F&A and IT organization, System, and Process Implementation

04

Target Case To Management Operating Plan Reconciliation

05

Opening Balance Sheet, Purchase Accounting, Audit/Tax Provider Selection

06

Daily Sales and KPI Design — Process, Reporting, and Dashboards

07

Accounting Close-Cycle Evaluation and Process Improvement

08

Planning, Budgeting, and Forecasting Process Design and Execution

09

Treasury Set-Up and Cash Flow Forecasting Design

10

Bank Reporting Process Design and Delivery

11

Diligence Issue Resolution and Working Capital Reconciliation

CASE STUDY

From Founder-Run to PE-Grade in the First 100 Days

How Wittichen Supply Company transformed from a founder-run business into an investor-ready finance function, unlocking capital and setting up leadership to focus on growth.

The Challenge: Wittichen operated as a founder-run business with no institutional finance infrastructure in place, no opening balance sheet, no formal board or lender reporting cadence, and a finance function that hadn't yet been built for PE ownership.

The Turnaround: Blue Ops delivered the full post-close plan and FP&A build, completing the opening balance sheet and net working capital calculation, and institutionalizing a formal board and lender reporting cadence from day one.

The Impact: Achieved an investor-ready finance function within the first 100 days, unlocked capital through a sale leaseback, delivered a seamless CFO handoff, and freed leadership to refocus fully on growth.

Expert People

Augmenting Your Team

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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 range of industries, including consumer goods, food and beverage, cosmetics, and more.

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VP Finance or Director

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

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Managers or Analysts

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

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Controller, Accounting and Audit

From MBAs to CPAs, 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.

Checkmark Icon

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 range of industries, including consumer goods, food and beverage, cosmetics, and more.

Gear Icon

VP Finance or Director 

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

Big Data Icon

Managers or Analysts  

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

CIP Accelerator Icon

Controller and Accounting

From MBAs to CPAs, 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. 

Catalyst®
FP&A Software

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

When to Call Us

De-Risk the First 6 Months After Close

  • On every deal to give the F&A team breathing room and keep management focused on core business opportunities
  • CFO/F&A team is inexperienced or lean
  • Specific concerns surfaced in diligence
  • A step-change in F&A processes is required

Where We Play

Benefits

  • Faster Start-up: building a solid foundation as the business grows
  • Standardized portfolio company onboarding
  • Fewer CFO replacements and disruption
  • Improved Performance: better tools, capabilities, and insights

You guys are the ‘easy’ button

PC CFO | Dynamic Core

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.