Hand-Crafted Solutions
Stalliant's specialty lies in the lower middle market. We serve companies under $100 million in revenue, particularly those backed by private equity and generating less than $50 million. We provide a unique combination of private equity-experienced CFOs who have operated in the trenches, with a dedicated team of full-stack data engineers. Together, we craft tailored solutions that address the specific challenges of this space, with a laser focus on improving data quality and delivering actionable insights that drive results. Your growth is our business.
Consolidated Monthly Financial Statements
Our Excel-based, three-statement consolidated financial model is designed to consolidate up to 20 businesses, even if they use different accounting systems, into a single, streamlined reporting package. This service is particularly beneficial for highly acquisitive companies with numerous add-ons using disparate systems. We rationalize data from multiple sources into a unified general ledger, providing a clean, comprehensive view of the organization’s financial health. Our approach ensures that the consolidation process is simple to update and maintain over time, offering a scalable solution for growing companies.
Deliverables: Three-statement consolidated financial model, unified general ledger, monthly reporting package
Buyside Quality of Earnings – Lite (QoE)
Our Quality of Earnings (QoE) report is an essential due diligence tool for investors and business owners seeking an in-depth analysis of a company's financial health. It goes beyond surface-level metrics to include a three-statement financial model, detailed adjusted EBITDA analysis, and verification of add-backs. This includes capital verification, payroll tie-outs to W-2s, and a cash proof linking revenue to collections. The report provides clear insights into potential risks and returns, making it an invaluable resource for investment decisions.
Deliverables: Excel Workbook & Readout (PDF)
Timeframes: 2-3 weeks (Workbook only),
4-6 weeks (Workbook + Readout)
Exit Readiness/Assistance
Designed for businesses preparing for sale, our Exit Assistance service focuses on optimizing financials for due diligence. We conduct a sell-side Quality of Earnings review to identify potential add-backs and ensure your company’s financials are prepared for market scrutiny. With a well-organized workbook and checklist, we streamline the exit process, enhancing your company’s appeal to buyers and maximizing its market value.
Deliverables: Data room setup,
Excel Workbook & Readout (PDF)
Post Acquisition – 100-Day Planning & Execution
As interim CFOs for newly acquired businesses, we implement a 100-day plan to establish critical accounting and reporting structures. This includes setting up 13-week cash flow forecasts, net working capital analysis, and accrual-based closing processes. Our hands-on approach ensures smooth post-acquisition transitions, providing operational continuity from day one.
Deliverables: 13-week cash flow forecast, opening balance sheet, net working capital analysis, accrual closing processes
Current State Assessment
​Our comprehensive assessment covers all key areas of accounting and FP&A, including Accounts Receivable (Order to Cash), sales tax compliance, state permits, cash flow forecasting, vendor management, inventory processes, ASC 606 adherence, and more. This service helps companies identify areas for improvement and streamline their financial operations.
Audit Readiness
Preparing for an annual audit can be overwhelming, but our Audit Readiness service makes it manageable. We review your procedures, create footnotes, and ensure all trial balances align with supporting schedules. Our team also handles complex areas like lease accounting, revenue recognition, construction in progress, and capital expenditures, ensuring a smooth audit process.
Deliverables: Opening balance sheet, cash to accrual conversions, reconciliations, work papers, and adoption of accounting standards
Physical Inventory &
Count Process
Accurate inventory management is crucial for correct gross margins and cost calculations. Our Physical Inventory & Count Process ensures precision through thorough onsite verification and post-count analysis. We ensure your inventory is properly valued and accurately reflected in your financial statements.
Deliverables: Onsite inventory supervision, post-count data verification
FP&A Capability
We offer comprehensive financial planning and analysis (FP&A) services, focusing on creating bottom-up budgeting processes. This includes managing and adjusting forecasts, variance analysis, and generating 13-week cash flow forecasts. Our services ensure financial predictability and stability through monthly monitoring.
Deliverables: 3-statement driver-based model, budgets, forecasts, KPIs, monthly reporting package, board deck templates, operational reporting
Business Intelligence & KPI
Using a combination of Excel, Power BI, Power Automate, and Data Lake, we build advanced business intelligence tools and KPIs. These dashboards provide actionable insights for better decision-making. Our approach leverages data science and accounting best practices to ensure high-quality data and accurate reporting across different business silos.
Deliverables: Dashboards, data workflows, and pre-built connectors for seamless integration
Business Process Outsourcing
We provide onshore, fully managed business process outsourcing, allowing companies to offload repetitive tasks such as invoicing and data entry. Our team ensures these tasks are handled efficiently with six-sigma quality, giving you peace of mind and freeing up internal resources.
Deliverables: Managed business processes, timely and accurate task completion
ERP Re-implementation
Many companies underutilize their existing ERP systems. Our ERP re-implementation service optimizes and extends the life of your current system (e.g., NetSuite, Sage 100, QuickBooks, Dynamics 365) without the need for a costly new ERP selection. We ensure your system works as intended by establishing workflows and monitoring automated processes, helping you get the most out of your existing ERP.
Deliverables: ERP workflow optimizations, automated process monitoring