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Private Equity

Unreliable financial information from portfolio companies—whether from staffing shortages, turnover, or lack of expertise—can hinder a private equity firm's ability to drive the potential of their investments.

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General Ledger Partners consultants have years of experience as fractional finance team members. Our team members can hit the ground running with minimal ramp up time.

 

Whether it's helping to implement new accounting standards, revising inefficient accounting processes, or covering for a controller on extended leave, we're comfortable diving in with short notice.

Financial Advisor

Our Simple 3-Step Process

Through our discovery process, we determine how best to meet a company's current and future accounting and finance needs.

  1. 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. 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. We provide the portfolio company with either an hourly or flat rate, depending on the scope and services needed.

Recommended Service

General Ledger Partners is a trusted partner ready to jump into a portfolio company and cover finance department needs when faced with turnover, lack of experience, or unexpected absences. Our support enables you to continue receiving accurate and timely financial data without interruption.

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We have the experience and the team ready to serve. Contact us if you have any portfolio companies that could benefit from our fractional service.

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