Sell-Side CFO Representation
End-to-End Finance Leadership Through a Successful Market Exit
Client Snapshot
The Challenge
The client was a growing mid-market digital marketing agency preparing for its first-ever market process. They had no institutional finance function and needed a partner who could build, run, and represent the entire finance department — from scratch.
Our Approach
Maverick embedded as the client's outsourced CFO and Controller, building a complete finance infrastructure from the ground up over a multi-year partnership.
Scalable Month-End Close
Designed and implemented a repeatable, accurate GAAP accrual close process — ensuring books were always current and deal-ready.
Full GAAP Conversion
Transitioned from cash-basis to full accrual accounting with proper revenue recognition, deferred revenue, prepaid amortization, and accrued liabilities.
FP&A & Financial Narratives
Built financial forecasts, annual budgets, KPI dashboards, and management narratives that told the company's growth story through numbers.
Road Show & Deal Support
Participated directly in the investor road show, providing rich operational context learned from years of partnership with the client.
QoE Preparation
Prepared the company for an independent CPA Quality of Earnings examination, culminating in a clean report with no material changes to historical financials.
The Results
The team does great work. We had no material changes. Everything is solid.
— Independent CPA, Quality of Earnings Assessment
Why It Matters
When a company goes to market for the first time, the quality of its financial story can make or break the deal. By embedding as the client's finance team for years — not weeks — Maverick delivered institutional-grade financials, a compelling narrative, and a clean QoE that gave buyers confidence.
Ready to talk?
Whether you're preparing a portfolio company for market, need post-close finance integration, or want a fractional CFO who operates like a partner — we'd love to hear from you.
Get in Touch