PE Financial Services LLC

511 Golden Age Dr., PO Box 2146, Breckenridge, Co. 80424

PE Financial Services LLC

511 Golden Age Dr., PO Box 2146, Breckenridge, Co. 80424

About

PE Financial Services is a specialized consulting firm providing financial, operational and strategic advice to organizations facing a critical transition period. We focus on providing a wide range of services to a targeted group of organizations including both portfolio companies of private equity groups and privately held companies that may be a future target of a buy out group. If your organization is facing a significant change event, lets us help you successfully manage through the transition to make the right decisions.

Privately Held Companies

Strategic opportunities for growth, market changes or the sale or purchase of a business adds a new level of challenge for management teams. PE Financial can assist in analyzing your options and provide financial leadership in executing on the decisions made with services ranging from due diligence to securing growth capital to preparing the company for sale.

Private Equity Group Portfolio Companies

Making the transition from a closely held entrepreneurial organization to a portfolio company of a private equity group brings added responsibilities to a finance department that is likely already over-taxed. The role of the Chief Financial Officer becomes pivotal as the primary liaison with new shareholders, lenders and Board of Directors. PE Financial can integrate into your finance department on a project or interim basis providing services through all phases of the portfolio company life cycle.

Services

PE Financial Services provides a unique blend of services to companies that are either currently in a transition phase or planning an event that will result in significant change for the organization. These transition events could include:

Accelerated growth phase
Company expansion - moving to the “next level”
Add on acquisition of a competitor or complimentary business
Sale of the existing business
Financial executive turn over
New shareholders and lenders
New ERP system

Private equity groups are purchasing portfolio companies at multiples that are again approaching record highs leaving little room for operational surprises. We can help minimize the risk before, during and after the deal is complete by providing key portfolio company life cycle services including:

CFO Services

Mentor and train the financial staff to work effectively with the PE group
Assist CFO with special projects
Serve as an interim CFO

Deal Related Services

Financial and operational due diligence
Working capital adjustments
Purchase price allocation
Integration planning and execution

Business Operations

Implement reporting, planning and forecasting systems
Internal control and business process review
ERP system analysis and selection
Profit and process improvement initiatives

Privately held company owners that are considering a liquidity event must start planning for the event at least twelve months prior to their target date. In addition to the services outlined above we offer you a distinct set of services to help you maximize value:

Sell Side Services

Sell side due diligence
Quality of earnings analysis
Data room preparation
Assessment of financial and operational controls
EBITDA add back analysis

PE Financial Services LLC

PE Financial Services LLC

About

Privately Held Companies

Private Equity Group Portfolio Companies

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PE Financial Services LLC