Advisory Consultant

Mini Due Diligence Project Toy Company Acquisition

Prepared for : Group 206 (Owner : Nima)

Support Team : Jim Kavanagh (Former CFO) Chris Masoud (CFO / Head of Accounting OC / Irvine)

Project Overview

Group 206 is a family office that is evaluating the acquisition of a toy company whose financial books and records are incomplete inconsistent and poorly maintained. This engagement is a true nuts-and-bolts due diligence project a hands-on review designed to determine the accuracy of the financials identify what has been reconciled and what has not and assess the reliability and completeness of all accounting information.

This work requires a Controller-level resource with the ability to review from a high level while also diving into the detailed accounting records. The selected professional will partner closely with the CFOboth onsite and remotelyto clean up financial data validate results and provide a clear picture of the companys real financial condition and accounting needs.

Objectives

• Assess the companys current financial condition using both available and missing records.
• Determine which accounts have been reconciled and identify gaps risks and outstanding issues.
• Evaluate accounting processes controls documentation practices and missing components.
• Organize and reconstruct financial statements to understand true performance trends.
• Recommend the appropriate accounting support structure post-acquisition.

Scope of Work

On-Site Financial Review (First 2 Weeks)

Books & Records Assessment and Cleanup

Financial Evaluation

Future-State Recommendations

Ad Hoc Support

Candidate Requirements

Timing

Bill Rate

Required Experience :

Contract

Key Skills

Business Development,Business Continuity Planning,Cruise,ABB,E Learning,Archicad

Employment Type : Advisor

Experience : years

Vacancy : 1

Monthly Salary Salary : 180 - 225