Corporate Finance and Strategy Consulting Services

A corporate finance and strategy consultant helps management address accounting, reporting, planning, transaction, and finance-function challenges. Support may include technical accounting conclusions, purchase accounting, financial reporting, forecasting, cash-flow planning, internal control improvement, process modernization, or fractional CFO guidance. The work is tailored to the company’s situation and may supplement an existing finance team or provide interim leadership.

Companies commonly seek transaction accounting support when preparing for or completing an acquisition, divestiture, carve-out, ownership change, or other significant transaction. Stratum Advisory Partners can support purchase accounting, opening balance sheets, coordination with valuation specialists, and the accounting and reporting integration that follows a transaction. Early involvement can help management organize analyses, documentation, and reporting responsibilities.

Technical accounting advisory can address complex matters including revenue recognition, debt and equity transactions, stock-based compensation, leases, business combinations, and impairment. Stratum Advisory Partners develops clear, supportable accounting conclusions and related documentation to help management address significant questions, communicate with stakeholders, and support financial reporting and audit discussions.

Yes. Support can include assessing financial close processes, reconciliations, accounting policies, documentation, and internal controls. Stratum Advisory Partners can also assist with remediation of control deficiencies and material weaknesses. The objective is to help finance teams establish more reliable processes, improve reporting support, and address areas that may be creating recurring delays, audit adjustments, or execution challenges.

Fractional CFO advisory may include budgeting, forecasting, cash-flow planning, scenario analysis, profitability analysis, and management or board reporting. The role translates financial information into practical operating decisions and provides ongoing financial direction without requiring an immediate full-time senior finance hire. The scope is customized to the company’s objectives, reporting needs, and existing finance capabilities.

Stratum Advisory Partners provides hands-on interim CAO and controller leadership during executive vacancies, organizational transitions, transactions, or periods of increased demand. Responsibilities may include overseeing the financial close, supporting reporting, preparing for audits, and leading accounting-team execution. This support helps maintain continuity while management addresses a leadership gap or changing finance requirements.

Engagements are custom-scoped after discussing the required support. Fees are determined by the scope, complexity, timing, and level of support required. A potential engagement may focus on a defined accounting matter, transaction or reporting requirement, process improvement project, interim leadership need, or ongoing strategic finance advisory relationship.

Yes. Stratum Advisory Partners works alongside existing finance teams when additional expertise or execution capacity is needed. Finance reporting and process modernization can build on existing accounting systems where feasible rather than requiring a major replacement. The firm’s role can be structured around advisory guidance, hands-on execution, leadership support, or a combination aligned with management’s needs.