Overview
End-to-end expert CPA, regulatory compliance, financial due diligence, M&A integration, and transaction advisory services
Services
Strategy Design and Execution
Transaction Advisory Services
Post-Acquisition Integrations
Investor and Bank Reporting (PE and SEC)
3-Statement Modeling and Scenario Planning
Treasury Management & Banking
Controllership and Month-End Close
Team Leadership and Facilitation
Project Management (Finance SME)
System Upgrades and Implementations
AI Adoption and Machine Learning
Accounting Remediation and Audit Readiness
Technical Accounting Implementations
Chart of Accounts Design and Conversion
Statistical Analysis (Regressions and Distributions)
Pricing and Structure
Pricing is customizable. Preferred treatment will be given to retainer basis clients. Start and end date projects are offered as well.
Qualifications
Tara is an strategic advisor with leadership, consulting, M&A, AI and machine learning adoption, system design and implementation, finance, audit, restructuring and regulatory compliance experience working with private equity and public companies with up to $15B+ in revenue and $20B+ in market capitalization. Industry expertise includes professional services (healthcare, engineering, and home services), distribution, manufacturing (materials, A/D, COTS parts, and labs), and financial services.
Tara graduated Summa Cum Laude from Auburn University with a bachelors and masters degree in Accounting. She later received her executive MBA from Emory University, Goizueta Business School. Tara worked as an auditor with Warren Averett for 10 years prior to taking several executive level roles in industry where she successfully executed sell-side transactions and seamlessly integrated acquisitions ranging from $3M to $1.4B in transaction purchase prices.