Colorado based · Working nationwide

Finance support for private equity portfolio companies

Portfolio companies need financial reporting that serves both operators and owners. Firestone supports private-equity-backed businesses with CFO leadership and practical finance execution through growth and change.

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01

Align management and ownership reporting

Leadership teams need to understand operating results while owners need visibility into performance and the outlook. We help organize reporting, KPI analysis and forecasts around those audiences and the decisions they make.

02

Connect operational changes to the plan

Changes in spending, processes or business structure should appear in the financial plan. Scenario analysis and operational finance help teams evaluate tradeoffs and track the implications of decisions as they unfold.

03

Support integration and transaction readiness

Acquisitions, integration and future transactions can put pressure on reporting and finance capacity. Firestone can support financial models, multi-entity reporting and readiness work in coordination with the company’s other advisers.

04

Add capability where it is needed

An interim, fractional or project engagement can provide finance capacity during a transition or strengthen an ongoing function. We discuss the existing team, deadlines and reporting needs before defining the scope. Our Colorado-based team supports portfolio companies locally and nationwide.

Common questions

Can an engagement focus on a transition?

Yes. Interim or project support can be scoped around a defined period or need, with responsibilities and priorities agreed at the start.

A useful first conversation

Start with the decision in front of you.

Tell Josh what your business needs. Together, we can discuss the right scope of support.

Start a conversation Direct email to josh@firestonecfo.com