Accounting & Transaction Advisory
Complex transactions and evolving accounting standards require the right expertise at the right time. CNM’s Accounting & Transaction Advisory team helps companies navigate technical accounting matters, financial reporting challenges, and the demands of deal execution with confidence.
From IPO readiness and M&A support to complex accounting assessments and audit preparation, our senior-level professionals deliver practical, timely guidance tailored to your business.
We help finance teams turn data into decisions, supporting controllership, reporting, cost accounting, and FP&A with clear, actionable insights from experienced professionals who understand the details and the bigger picture.
Accounting & Transaction Advisory
Organizations are increasingly challenged with the intricacies of dealing with accounting matters ranging from complex technical accounting, financial reporting, and operational accounting that sometimes fall outside of the day-to day operations. Outsourcing certain aspects of the accounting function provides companies with the efficiencies, flexibility and skillsets that they desire.
Through our Accounting and Transaction Advisory Services (ATS), we offer practical solutions to the most complex problems, providing a broad array of customized services related to financial and SEC reporting, mergers and acquisitions, technical accounting research and implementation.
Through our Accounting & Finance Solutions (AFS) practice, we offer our clients comprehensive hands-on solutions for operational accounting and management reporting, cost accounting, and financial planning and analysis.
We pride ourselves in understanding each problem fully – listening, analyzing, and implementing strategies that can lead to the best solutions. We do this collaboratively – sharing knowledge through integrated teams – because there’s strength in numbers. That includes working closely with you. After all, you know your business better than anyone.
Accounting Advisory Services
With our experienced hire model, most of our people come with a big four background mixed with private industry experience. Our focus on quality and technical skills helps us with the goal of being the best in class for the complex/technical advisory firm in the market.
CNM serves many clients in various industries for both public and private companies and our skillset includes a wide range of accounting and reporting topics.
IPO Readiness
CNM partners with you to help your company successfully navigate through the IPO process. By assessing your company’s readiness for going public and implementing the organizational and operating environment changes needed, we’ll assist to ensure that your company is well aligned to be ready for public company compliance and SEC requirements.
Navigate through the IPO Process by developing a roadmap and timeline for key deliverables and dates to consider.
Assist in preparing SEC interim information required for reporting purposes for prior periods, for inclusion in S-1 and other public filings.
Be a trusted advisor and work side by side with the CFO and executives to navigate through the IPO process and assist with public company considerations and requirements.
Consider all transactions, conditions or events that could give rise to new or revised accounting policies. Assist with creating accounting policies for the company to comply with public company requirements and consider what the impact of these changes are on current and future financial statements.
Assist in establishing a finance and accounting team for a public company to comply with SEC requirements.
Assist in the preparation of SEC filings, including but not limited to S-1, S-3, S-4, & F-1.
Assist in identifying and implementing key controls for the business and accounting environment and perform remediation and interdependency.
Support management with the audit process and assist in creating supporting documentation while navigating through the audit. Established relationships with the Big 4 as well as our people having public accounting experience and knowledge, allows for a smoother and efficient audit.
Technical Accounting Research, Analysis & Implementation
Implementation of new accounting standard (ASC 606), and developing accounting policies and white papers.
Prepare calculations, assist with complex accounting items such as non-employee based awards, modifications, and performance-based awards, as well as draft position papers and related disclosures.
Perform purchase price allocations, determine the type of investments, and draft position papers and related disclosures.
Implementation of new accounting standard (ASC 842), and developing accounting policies and white papers.
Experienced professionals to assist in converting US GAAP financials to foreign accounting standards and contrariwise, and identifying necessary differences and adjustments needed for conversion. Assist with analyzing foreign accounting standard and reporting requirements.
Perform hedge accounting, accounting for Inventory, segment reporting, goodwill assessment, capitalized software, debt modification/extinguishment, debt and equity instruments with embedded features, EPS calculation, forensic accounting, allowance for loan and lease loss accounting, and other intermediate and complex accounting.
Mergers and Acquisitions
(Business Combinations, Mergers and Acquisitions, Carve-Out, Joint Ventures, Spin Off, Investments)
CNM partners with you to enable these activities from due diligence through post-integration optimization. Our methodology focuses on integrating the critical financial, operational and technology-related functions of the business.
Our team will be involved in all aspects of the acquisition process from due diligence, to purchase price accounting and preparing beginning balance sheets and consolidating results. We can assist in performing an analysis on working capital acquired, as well as assist in the interactions with valuation specialists and providing comfort over the data used for determining fair value. We will prepare white papers for all accounting conclusions pertaining to acquisitions.
Prepare pro forma calculations and presentations and other disclosure requirements. Perform significance tests to determine if acquisitions require additional reporting disclosures.
Assist in the preparation of the sale of a business or component of a business, including preparation of carve-out financials with supporting documentation for audit readiness, and align remaining operations to the core business.
Perform and assessment of investments made to determine appropriate accounting treatment. Prepare white papers to support all accounting conclusions.
We can assist in consolidating acquisitions and investments into the parent company, with a focus on beginning balance sheet preparation, cash flow impact, and assist with any purchase price adjustments subsequent to a deal close.
Accounting & Finance Solutions
A practical approach to solving multi-faceted challenges, our AFS practice is based on our team’s deep operational accounting and finance experience at public and private companies. Whether it’s stabilizing or building a team on an interim basis or helping provide oversight through reviews/project management, our flexible hands-on approach helps ensure clients have the right level of help at the right time. All this, with full support across CNM’s expansive service lines.
Scalable part-time or full-time controllership offerings to help drive financial close processes, balance sheet clean-up initiatives, and process improvement across functional areas (e.g., AR/AP, accruals). Our seasoned professionals also help our clients through special projects, such as post-acquisition efforts across finance organizations.
Our experienced team will help identify pain points in inventory management and costing, and will develop and implement cost-efficient solutions to improve the accuracy and timing of costing, purchase price variance analyses, and reserve calculations. We work with inventory process and system subject matter experts and bring those best practices to our clients.
Deploying resources with strong FP&A skills and experience, we build budgeting, forecasting, and flash processes, assisting our clients with design and execution. We provide process improvement through upgraded KPIs, models, technology, and practices, and help drive business initiatives for leadership teams.