Providing Mid-Market Blue-Chip Advisory Services
Vantage Peak Advisory successfully assesses develops implements leads best-in-class processes
Providing Mid-Market Blue-Chip Advisory Services
Vantage Peak Advisory successfully
assess develop implement
best-in-class processes
01
What We Do
Dating back to the early 2000’s, our team has focused on the evolution of CFO advisory and transformation / technology solutions. Vantage Peak Advisory is a hands-on blue-chip partner for stakeholders in search of a committed and impactful business partner.We continuously leverage our experience to successfully assess, develop, and implement best in class processes / services across enterprise, mid-market, and small business entities within several different industries which include: Manufacturing, SaaS, Service Industry, and Media.
02
Why Us
Case Study 1
An entrepreneurial accessories designer was in very advanced negotiations to be acquired by a larger publicly traded firm. This manufacturer outsourced their accounting function and unfortunately the historical financials were deemed insufficient and unreliable by the acquirer’s advisors (big four advisory firm) which put the transaction at risk. Vantage Peak Advisory lead a tactical team and used subledger detail (Purchase Orders, Customer Shipments, etc.) and raw financial data to recreate historical financials and successfully defend the approach and tactics utilized when reviewed by the buyer’s advisory team. The deal successfully closed as a result shortly afterwards. The successful strategy originated from the technical approach developed over the last few decades within several diverse industries.
Case Study 2
A large private equity held real estate management firm (+$1 Billion annual revenues) consisting of 4 separate brands recently acquired utilized disparate planning and analysis processes & tools. This state caused a significant challenge to develop an actionable integrated business plan. Vantage Peak Advisory conducted a rapid assessment and developed / implemented a standardized future state planning and analysis process / platform for all segments of the company. This enabled our client to develop robust integrated business plans and utilize balanced scorecards / KPIs to drive ownership and accountability at a very granular level. The client was able to proactively identify drivers of exceptions and respond accordingly. We also worked with the client to develop an internal center of excellence in order to respond to dynamic analytical needs in an autonomous manner.
Case Study 3
A mid-market aerospace/ industrial OEM sourcing consulting firm was positioned for global growth. One of the primary objectives in preparation for the expansion was the transformation of the finance team enabling timely / accurate financial reporting and integrated business planning. Vantage Peak Advisory conducted a rapid process assessment on all relevant workstreams (AP, AR, FP&A, Acctg, etc.) and oversaw the implementation of actions items needed to reach future state. We utilized the Agility project management methodology to systematically transform each workstream which resulted in the gradual transformation of the finance function to one that leverage technology and standardized practices that provided for value add insight into the organizations current and future performance.
03
Our Approach
Envision. Guide. Implement. Sustain.
Our approach is simple: we transform your business from the inside by using an integrated and adaptive method. We leverage new technology, informed by industry insights and an agile mindset, to create innovative solutions for your biggest challenges.
04
Our Mission
We value the human aspect of our work. We believe that behind every brilliant idea or breakthrough achievement, there are people and technologies collaborating. And by combining them, we envision what is possible and deliver tangible results that help you shape your future.
CFO
Advisory
The role of the CFO has evolved from financial gatekeeper to innovator – leading multiple strategic initiatives to surpass objectives. CFOs today must wear multiple hats while managing the bottom line and delivering enterprise value.
Our CFO Advisory service professionals are committed to providing holistic and impactful solutions as an extension of the team or by providing a full suite of CFO services.
Business
Transformation
In today’s fast changing business environment, organizations need robust, dynamic and actionable strategies for both short and long-term business objectives. The constant change of critical variables makes automating and integrating the business environment through people, process, and technologies a must-have strategy.
Vantage Peak Advisory will assess, develop, and implement best in class processes unlocking value and future growth.