SERVICES
Live Oak Advisors provides transaction and CFO advisory services with a focus on private equity sponsored, middle market companies.
We help to solve a variety of business needs and problems: managing change, executing deals, and completing key financial projects.
There are many important milestones or events in the investment life cycle where the expertise of a confident, experienced advisor or interim financial officer can help.
-
Your are entering a merger, acquisition, or other important shift in structure or organization.
-
Key team members or financial executives are retiring or moving on to other opportunities.
-
Your company is considering a shift in financial operating models or core accounting processes and needs assistance to make sure the changes the change happens efficiently and without errors.
-
Your company is starting a major new program or initiative and you need reliable temporary help to reduce the burden on the existing team of financial and accounting executives.
-
You need objective, credible, practical advice on how to reform or improve company financial processes.
CFO Advisory Services
If your company needs short-term assistance with a financial challenge, we can provide experienced interim financial management to add stability in times of change. This allows existing management to do what they do best - execute effective strategies for success.
-
Full-time interim CFO services for companies in transition such as a key employee change, structural transformation, or change of control.
-
Experienced "arms and legs" to assist existing CFOs in investigating, identifying, and resolving issues related to the finance and accounting function.
-
Support and execution of special projects such as budget projections, financial statement audits, and financial planning and analysis.
-
Deep capability in ad hoc financial analysis such as strategic alternatives, corporate financial modeling, and benchmarking.
Transaction Services
We help to organize and execute the most effective strategy for a business deal. This includes complete and detailed due diligence, proper valuation, integration planning, and preparation for divestiture and reorganization.
-
Evaluation of target revenue and earnings quality.
-
Identification of items impacting EBITDA, such as non-recurring, non-cash, out-of-period, run-rate, and pro forma adjustments.
-
Analysis of target balance sheet composition, including quality of net working capital, trends, and the identification of debt and debt-like items.
-
Identification of key business drivers such as trends in profitability and business risks such as adverse developments, customer concentration issues and deal critical considerations.
-
Sell-side preparation and support for companies contemplating or executing an acquisition process.
We're ready to help
Live Oak Advisors is ready to help your company with a wide range of financial challenges, and our skills and past experiences have enabled us to specialize in a set of the most important fields. If you require assistance in any of these areas, our advisors are especially suited to help your staff find the right answers.