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Transaction Readiness
Avoid last-minute surprises that could derail transaction with advance preparations and due diligence.
Post Transaction
Successfully integrate by analyzing financial function status and defining an integration goal and synergies plan.
Interim Solution and
Permanent Placements
Be prepared to face the evolving needs of your organization with a strategic financial plan, including compliance and controls, financial operations, and reporting.
Opus Exec is a part of Opus Connect, a recognized and trusted brand in the private equity community. Over the last 10 years, Opus has built a strong and long-lasting community within the middle market M&A community.
The Process
With Opus Exec, we follow a simple engagement process to provide the best services to meet your needs.
It starts with you contacting us and scheduling an initial intake call so that we can understand your company's needs.
We will then identify and introduce you to relevant and qualified CFO candidates within our expert network who are best suited to help you reach your goals. We build a team around the CFO to best meet your organization's needs.
Once you select your CFO, we will provide you with an engagement letter and build a team around the CFO to fulfill your vision. Our team stays involved throughout the engagement to ensure the project's scope is achieved.
Contact Opus
Exec
Scoping
Call
Vet Project Specifications
Introduce Qualified Talent
Engagement
Outcomes and Accountability
Services
Transaction Readiness
- Develop a comprehensive Transaction Readiness Assessment and prepare the business for sell-side due diligence.
- Ensure financial statements are prepared following GAAP standards and interim financial statements are reported on a timely monthly-close cycle.
- Strengthened internal controls and financial practices, processes, and systems for audit readiness.
- Analyze and optimize financial operations, including FP&A reporting, performance management, cash flow optimization, and treasury.
- Ensure the compliance/controls are in place for reporting to the board, lenders/investors, regulators, and taxation.
- Work with management on strategic financial goals related to planning, board communications, and capital raising.
- Assist executive management in valuation discussion and deal structuring.
- Assist in the selection of the other members of the deal team.
- Improve business efficiencies and financial margins to prepare the business for sale.
Post Transaction
- Assess the company’s financial health via cash flow, accounting practices, and any potential audit issues.
- Develop and pursue a comprehensive integration plan.
- Assess the Finance Function’s current performance with its strengths and weaknesses.
- Prioritize areas that can create additional value and credulity.
- Establish benchmarking analysis against peers.
- Analyze and optimize the function of financial operations, including FP&A reporting, performance management, treasury, and cash flow optimization.
- Ensure the compliance/controls are in place for reporting to the board, lenders/investors, regulators, and taxation.
- Work with management on strategic financial goals related to planning, board communications, and capital raising.
- Provide strategic and financial guidance to executive management on potential M&A targets.
Interim Solution and Permanent Placements
- Identify and execute high-growth and high-margin initiatives aligned with the business’s strategic priorities.
- Establish and manage financial operations functions, FP&A reporting, performance management, treasury, and cash flow optimization.
- Establish and execute compliance/controls with the board, lenders/investors, regulators, and taxation.
- Oversee reporting function for independent audits and GAAP compliance.
- Enhance strategic finance function with planning, stakeholder/board communication, capital raising, and corporate development (M&A and (re)financing.
- Participate in the acquisition and divestiture of investments and strategy formulation with the team.
Who We Serve
We have assembled a pool of high caliber and widely experienced candidates, including the brightest and most proficient CFO’s in our network. We take time to understand your financial and operational expertise needs, creating a tailored solution for your company. Our executives will guide your company through transactions and transitions while supporting company growth. With the right people in place, you will improve operations, increase EBITDA, and make your business more valuable. Our experts can guide you through these uncertain times while increasing opportunities for future business transactions.
Clients We Serve:
Privately Owned Businesses
- We provide CFO services to privately owned businesses looking to scale their growth, improve business efficiencies and financial margins and prepare companies for due diligence. Having an experienced CFO enhances the credibility of your company’s operations, financial infrastructure, and reporting.
- Our experts can support the process of acquisition and integration of new businesses into your organization with expert advice on synergies, integration, and growth strategies.
Private Equity and Capital Providers
- We provide CFO services for private capital providers’ portfolio companies throughout the entirety of their cycle.
- Starting with the financial transaction integration of portfolio company, interim solution, and permanent placement CFO services to final transaction preparedness.
Investment Banks and Law practices
- We provide CFO services to Investment Banking and Law practice clients by focusing on transaction preparedness through the array of offerings to improve the chances of successful transactions at a desirable target price in a timely manner.
Leadership
Lou Sokolovskiy
Co-CEO and Founder
Lou is a serial entrepreneur with extensive private equity transaction experience. He is the founder of multiple entrepreneurial ventures in the technology arena and has unique expertise in operations management, strategic partnerships, and new business development.
Mariya Pylypiv, PhD
Co-CEO and Founder
Mariya Pylypiv is an accomplished executive, thought leader, and strategist with demonstrated success across healthcare, technological, and financial services sectors. Dr.Pylypiv is a member of the board of directors of UpHealth Inc (NYSE: UPH), a digital healthcare services company she co-founded and took public via a SPAC transaction at a $1.2B valuation. Dr. Pylypiv held various finance and strategy positions throughout the process.
How can
we contact you?
Thank you for your interest in Opus Exec. Please put your e-mail in below and fill out the rest of the information. We will respond to your inquiry within one business day. By providing your email address, you agree to receive emails from Opus Exec.
