right now - Kaufman Rossin

BUSINESS ADVISORY
QUALIFICATIONS AND SERVICES
WHAT WE’RE SEEING
RIGHT NOW
Early stage and middle market
businesses in all industries need to
prepare for an uncertain future. Yet
most don’t have the time or in-house
resources to address issues and risks.
Treading water is not an option.
Even the most successful companies need to be prepared
to move forward. There’s always pressure, whether it’s
competitors, regulators or investors. And while the
future can’t be known, you need to plan for it.
Maybe you need to expand your plant, grow your
market share or acquire a top competitor. Or you need
to improve performance by speeding up production
or pricing more aggressively.
Perhaps you need an
achievable plan to survive a crisis, or a roadmap to
sustainability.
You know your business inside and out. But are you too
close to the action to see the bigger picture?
That’s what we’re here for.
Kaufman Rossin’s business advisory professionals bring
decades of experience helping entrepreneurs and public
companies prepare for the future, resolve issues that
haunt them, and just perform better.
It’s our job to ask the questions you haven’t even
considered – and the ones you’re afraid to answer.
We help you understand the options you have and the
actions you need to take. And then we help you take
them with confidence.
Transaction Support
Strategy and planning are essential to every transaction.
What are your long-term goals? What obstacles stand in the way? We
help define an M&A strategy that evaluates the changing landscape of your
industry, customers and competition to identify opportunities and targets
for growth, while aligning to your enterprise’s corporate strategy. Through
financial modeling an execution roadmap, we help you create a financial
picture for a planned merger, acquisition, expansion or divestiture.
• M&A Strategy
• Operational Due Diligence
• Target Screening
• Transaction Execution
• Financial Due Diligence
• Integration/Divestiture
Contemplating a purchase? Kaufman Rossin serves on your transaction
team to analyze the assets and liabilities of your target, determine how
cash is generated and look at financial and non-financial performance
measures. We also help you expose possible risks, hidden costs and
weaknesses in operations.
Is it time to sell? We help sellers realize the true market value of your
assets, structure the purchase agreement, add credibility to facts, figures
and information, and ensure the transaction is completed efficiently. We
help you uncover and address the downsides of your business before
buyers do. By managing the process and helping you understand both the
opportunities and challenges, we can help you in obtaining top dollar for the
sale, maximizing both the selling price and after-tax proceeds.
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Without proper transition
planning, your deal can fail.
From financial, operational and IT due
diligence to structuring advice and financing
options, we bring experience and knowledge
to help you navigate through the complex
closing process.
Integrating or divesting involves a set of
challenges most business leaders have
never experienced. Costs, timelines and
disruption to business-as-usual are just a
few. We have specialists for Day 1 planning
and integration needs. Prior to the close of
the transaction and after it is complete, we
help buyers improve financial controls, back
office functions, technology infrastructure,
supply chain, operational management and
more.
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Turnaround Management
Our turnaround experts save troubled
companies and return them to solvency.
Entrepreneurs, private equity and lenders rely on
our experience and perspective to move companies
successfully through the turnaround process.
We ask tough questions, like:
• Is the business model still effective?
• Are the products lagging the market?
• Are costs out of control?
• Is there conflict on the board?
• Liquidity & Cash
Management
• Interim
Management
Through assessment of cash management, financial
metrics, products, workforce, and management/board
composition and performance, we identify root causes
for decline. We recommend and execute appropriate
strategies for stabilization and renewal. When necessary,
we provide turnaround/interim management, help with
• Balance Sheet
Restructuring
• Business Model
Assessment
• Rapid
Cost Reductions
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liquidity and cash management, and assist with balance
sheet restructuring.
If bankruptcyprotectionisrequired,weprovideaccounting,
advisory, interim management, and compliance services
to take the organization through the bankruptcy process
with the objective to maximize stakeholder value.
Performance Improvement
Most clients don’t hire us to
improve their processes.
They don’t even know what’s broken – or how much better
things could be. They may not even know there’s a problem.
But once they get a taste of the results we can provide, their
businesses can be transformed.
Imagine a manufacturing company whose profits
consistently fail to meet forecast. Through our analysis, the
company learns that its job costing process (and therefore
pricing to customers) is missing key components.
Consider a law firm that recognizes a decline in net profit
per partner but can’t pinpoint the root cause. Establishing
key performance indicators and regular review of metrics
identifies some troubling trends and leads to difficult
conversations that are essential to the firm’s future.
Picture a technology company with major venture capital
backing, hiring top professionals but seeing shocking delays
in client contracts and revenue. Revisiting their infrastructure
creates a scalable model for the future, focusing on the right
• Revenue
enhancement
• Cost reduction
• Technology
consulting
• Leadership
development
processes, automating as needed, and getting expenses
under control.
When you need breakthrough performance improvements,
Kaufman Rossin works with your management team to
develop and implement growth and profit strategies.
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CFO Advisory Services
Think you don’t need a CFO?
Think again. More than just the guardian of financial reporting, compliance
and control, the CFO has taken a seat at the strategic table, adding a financial
perspective to long-term planning and sustainability. Organizations that
anticipate future success – whether through continued growth or profitable
exit strategy – need strength in the CFO role.
Given that description, you probably think you can’t afford a CFO. And you
may be right – many mid-sized growing businesses can’t afford to pay for a
full-time, well-qualified CFO.
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But what if you could buy only what you
need – like fractional shares of a private plane?
Every company with a plan for the future needs a CFO.
Our model gives clients access to decades of experience
in accounting, finance and investment banking as well as
financial, operational and administrative management. For
example, in addition to the traditional oversight of finance
and accounting, you may need help balancing short-term
concerns like cash, liquidity, and profitability with longterm vision and sustainability. You may need help ensuring
effective compliance with regulatory requirements, or
capital requirements. You may need a powerful driver for
change management and innovation initiatives.
You may need a CFO – and that’s what we’re here for.
• Performance
improvement
•Turnaround
management
•Profitability
assessment
•Financial
data analysis
•KPI development
and tracking
•Corporate finance
•Capital formation
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Business Process Outsourcing
If you don’t love accounting, you’ll love this.
If spending more of your limited resources on in-house accounting staff, tasking
your IT team with securing your financial data, and creating elaborate internal
controls to make sure paper processes don’t leave room for fraud doesn’t
sound very appealing, we understand. We even understand that accounting
isn’t on the top of your “fun things about my business” list.
But you can’t run a business without paying your bills, collecting from
customers, and managing your payroll. You can’t run a sustainable business
without protecting yourself from cyber-hacks and internal fraud. And you can’t
run a successful business without regular reporting on your key performance
indicators, so you can see what’s working and fix what isn’t right.
Time
management
Ongoing
management
reporting
Expense
report
management
Accounts
payable
management
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Payroll
management
GENERAL
LEDGER
Workflow
management
File
management
Accounts
receivable
management
Fortunately, we can help.
• Our integrated, cloud-based accounting ecosystem uses state of
the art technology, with built-in security.
• We handle all of the daily processes, the monthly reconciling, the
year-end reporting.
• Our sharp, experienced professionals provide real guidance and
expertise throughout the year – much greater value than you
can afford to hire in-house.
Now that’s accounting a business owner can love.
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ACCOUNTING & ASSURANCE
• Accounting
ADVISORY
FORENSIC, ADVISORY & VALUATION
• Audit, Review, & Compilation
• Business Valuation
• Employee Benefit Plan Audit
• Computer Forensics & e-Discovery
• Escrow Services
• Family Law Services
• Family Office Services
• Forensic Accounting
• QuickBooks Consulting
• Litigation Consulting
• SEC Services
• Receivership & Fiduciary Services
• SSAE 16 / SOC 1, SOC 2, & SOC 3
BUSINESS ADVISORY
TAX
• Due Diligence
• Business Services
• Profit & Performance Improvement
• Estates & Trusts
• Transaction Support
• Hedge Fund & Private Equity Tax
• Turnaround Management
• Individual Tax
• CFO Advisory Services
• International Tax
• Business Process Outsourcing
• Non-Profit Tax
• Tax Credits & Incentives
RISK ADVISORY
- R&D Tax Credit
• Anti-Money Laundering Compliance
- Reverse Sales Tax Audit
• Consumer Compliance
- Cost Segregation Study
• FINRA & SEC Compliance
- Manufacturing Tax Credits
• HIPAA/HITECH Act Compliance
- Energy Tax Credits
• Internal Audit
- Section 179 Deduction & Bonus Depreciation
• IT Security Consulting
• OFAC Compliance
• Regulatory Compliance
GO BEYOND THE NUMBERS
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KAUFMANROSSIN.COM