Reporting Accelerator DEVELO P
R ECO GNIZE
Accordion’s reporting accelerator program is an analytical, peer-driven approach to value creation. Typically engaged immediately after a new investment is made, Accordion works alongside management to rapidly identify and optimize the financial drivers of a business, without ever compromising our commitment to superior and repeatable execution.
ORGANIZED OUTPUT CREATES USEFUL INPUT DEVELOP
Mediocre reporting is unacceptable. An inefficient or inaccurate reporting infrastructure does more than create friction between sponsor and management, it dampens momentum and limits growth potential. Upon engagement, Accordion’s team immediately starts working with management and assessing the current financial analysis, and reporting infrastructure. By asking the right questions and pursuing the most salient data, we uncover the underlying financial drivers and operating levers of a business.
New York | Dubai
CONFIDENT AND DECISIVE EXECUTION RECOGNIZE
Our mandate goes beyond building an operating model or developing a dashboard. We are only successful once we have started to create value. Our team will work with you to develop and build out strategic growth scenarios and analyze those implications. We will help you manage short-term cash flows and identify potential shortfalls. These, and other financial decision points, become our focus with the Accelerator Program. Portfolio value creation occurs only with confident and insightful execution.
HIGH CALIBER FINANCIAL ‘ATHLETES’ CAPITALIZE
Accordion’s team is curated to be both strategically creative and execution ready. This means that Accordion’s associates, vice presidents and directors all come from private equity backgrounds, top investment banks and consulting firms. Every member of our team has the functional and industry expertise to contribute and communicate in a private equity relationship, as well as the creativity to outline the best path to value creation. Beyond our athletes, Accordion has a bench of Interim CFO Leaders: veteran private-equity backed CFOs with extensive industry expertise.
Success, Driven by the Details Our process is guided by our private equity backgrounds.
BUDGET VS. ACTUAL REVIEW
CASH FLOW ANALYSIS
BOARD & MANAGEMENT COMMUNICATION
TRANSITION & SUPPORT
Know exactly how your revenue detail is projected in the short and long-term Understand potential up and downside cases and what impact that has for your financial planning Build a highly tailored model, specific to your firm’s operations and value creation plan Maintain a comprehensive financial projection and an accurate perspective on how choices impact your bottom line Identify the right financial and operating value drivers. A rigorous approach to research and data analytics results in accurate financial assessments Systematically and graphically report and analyze data. Learn that your data evolves and so does your decision making Consistently report comparative financial results (with templates specifically designed to work with your system output) Understand your variances for better planning and minimize unforeseen misses Understand your 13-week cash flow needs and properly manage liquidity Know when to ask for more capital and when to renegotiate your senior bank and subordinated debt Develop and consistently present the right information to your management team, board and financial sponsor Frequent communication and precise data enable informed decision making and are key to accelerated value creation
We integrate our work into the existing finance team’s processes and train them to carry forward these tools. We want to grow value, whether or not we’re there Informational presentations, dedicated training, and repeatable integration are paramount to a successful and useful engagement.
New York | Dubai