Private Equity Firms
Drive higher exits through financial excellence.
Optimize your portfolio companies' financial operations to save money, enhance efficiency, and improve financial clarity.
Don't Hold Back on Value
Your portfolio companies have great bones, but their financial operations are holding back value creation. Whether EBITDA, growth capital, or management issues, every month of suboptimal financial operations is leaving money on the table. Don’t let unreliable financial information hinder your ability to drive potential from your investments.
General Ledger Partners is ready to jump into a portfolio company and drive operational improvements that translate directly into higher exits.
How We Can Maximize Your Investments
Our proven simple process
1. Discovery Call
We schedule a 30-45 minute discovery call with the portfolio company (and you, if desired) to understand the business, the specific finance department staffing needs, and the financial systems currently being used.
2. Rapid Assessment
We request basic read-only access to your client's accounting and related financial systems so we can understand what has been done historically.
3. Get to Work!
We provide the portfolio company with either an hourly or flat rate estimate, depending on the scope and services needed. If desired, you get regular progress updates and a dedicated account manager who ensures nothing falls through the cracks.
Whether it's helping to implement new accounting standards, revising inefficient accounting processes, or covering for a controller on extended leave, we're experienced and ready to serve. Contact us if you have any portfolio companies that could benefit from our finance services.
Feel confident in your investment with a proven financial partner.
General Ledger Partner’s expertise spans the full spectrum of business complexity, understanding both the PE ecosystem and institutional finance requirements. Our team includes former finance leaders, auditors, and senior accounting professionals with deep expertise in finance and business; weve helped portfolio companies raise over $64 million by transforming financial operations.