Our Services / The Value Agenda
Create. Protect. Realize.
Build the capability to deliver.
Finance, accounting, risk and transaction support connected to the decisions ahead. From a focused technical issue to a broader value agenda—or a function you need us to run—we help translate priorities into practical execution.
One connected agenda
The right work.
The right delivery model.
Creation, protection and realization are connected objectives—not separate departments or a fixed sequence. We tailor the workplan to your starting point, the business's priorities and the capabilities management needs to sustain. Engage us for advice, hands-on execution or recurring delivery tailored to the work.
01 / Value Creation
Make finance useful
for the business.
Strengthen the information, planning and operating discipline management uses to execute its agenda. Connect reliable financial reporting to cash visibility, performance decisions and growth readiness.
Office of CFO
Connect finance priorities to execution: management reporting, planning, liquidity visibility and a clear operating cadence. Define the workplan, responsibilities and support needed around the finance leadership team.
Explore Office of CFO →Accounting & Reporting Excellence
Resolve complex accounting questions and strengthen the reporting foundation. Develop documented analyses, practical policies and reporting support that management can explain and maintain.
Explore accounting and reporting →Financial Statement Close Process
Build a more repeatable close through clearer calendars, reconciliations, review points and ownership. Identify dependencies and bottlenecks, then establish routines the team can sustain.
Explore close process →FP&A Transformation
Connect forecasts and management reporting to operating drivers. Improve scenario planning, cash visibility and performance analysis so the planning process supports decisions rather than just producing a budget.
Explore FP&A →Growth Readiness
Assess whether finance processes, reporting and team responsibilities can keep pace with expansion. Turn capability gaps into a sequenced plan aligned with the operating model and business priorities.
Explore growth readiness →Turnaround & Restructuring Support
Bring structure to urgent finance priorities through liquidity scenarios, performance visibility and a coordinated workplan. Support management's assessment of options and the financial information needed for execution.
Explore turnaround support →Supporting capability: Enterprise Data Governance helps make financial information traceable, consistently defined and usable across reporting and planning.
02 / Value Protection
Make performance
credible and repeatable.
Strengthen control, governance and audit-readiness foundations. Connect documented responsibilities and evidence to the way the business actually operates, with practical remediation and review routines.
Connected Risk, SOX & Controls
Connect risk assessment to process-level controls, ownership and evidence. Support control design, documentation, testing and remediation priorities within an agreed scope.
Explore risk and controls →Internal Audit Support
Support a risk-based internal audit program with scoped reviews, testing, documented observations and follow-up. Translate findings into clear actions, owners and evidence of remediation.
Explore internal audit support →External Audit Support
Prepare reconciliations, schedules, technical analyses and reporting support for the external audit. Coordinate management's response to requests and resolve documentation gaps; the independent auditor retains the audit opinion.
Explore external audit support →Corporate Policies & Procedures
Translate accounting and control expectations into usable policies and procedures. Clarify decision rights, review requirements and documentation, with implementation and knowledge transfer built into the workplan.
Explore policies and procedures →03 / Value Realization
Connect the transaction
to the business behind it.
Prepare the finance organization and evidence for acquisition, separation or exit demands. Identify gaps early and connect transaction requirements to the capabilities management needs before and after the deal.
Strategy & Deal Readiness
Assess the reporting, accounting and operating foundations behind a transaction strategy. Prioritize readiness gaps and build a practical plan for the financial information, controls and documentation the process will require.
Explore deal readiness →M&A Transaction Support
Connect deal requirements to accounting, reporting and finance execution. Support the agreed transaction workstreams, integration priorities and post-close reporting responsibilities.
Explore M&A support →Divestiture Planning & Support
Translate a separation plan into defined finance responsibilities and deliverables. Support carve-out reporting, allocation analysis, data requirements and transition dependencies appropriate to the transaction.
Explore divestiture support →Managed Services / RUN
Managed services with senior accountability.
Emerytus provides recurring finance, accounting and controls support for an agreed function or workstream. Senior oversight and flexible delivery capacity help management maintain continuity and strengthen performance. The service can continue as an ongoing arrangement or transition to an internal team when appropriate.
Scope, responsibilities and review expectations are agreed with management. Management retains decisions and approvals.
Potential scope. Controllership, close and reporting, FP&A, or technical accounting and policy support, as agreed with management.
Connect the services to your context
Different starting points.
One connected workplan.
A sponsor's investment agenda and a company's industry shape the requirements. We connect the services to those priorities rather than treating each workstream in isolation.
Private Equity & Sponsors →Explore industry priorities →
Start with the work at hand
What does your finance team need next?
Share the decisions ahead, the capability gaps and the work that needs to get done. We can help define a practical scope and delivery model.