Services

Our Services

Brio Financial Group is the most cost-effective way to add highly experienced finance and accounting professionals to your management team. We provide professional financial expertise in various industries that include both domestic and international clients. We can work with an in-house CFO to support their needs or serve as the CFO organization, but in either case the client only pays for services that benefit their business.

SERVING CLIENTS ACROSS THE GLOBE

SEC Financial Reporting

• Audit preparation
• 1934 Act Reporting
• IPO preparation
• APO preparation
• Special Purpose Acquisition Company preparation (“SPAC”)
• S1 registrations
• Form 10 registrations

Due Diligence

• Forensic accounting
• Internal controls

Start-Up CFO

• Bookkeeping and accounting
• Monthly accounting closes
• Chart of account development and maintenance
• Financial statement preparation
• Key performance indicators
• Budgeting, modeling and financial projections
• Board and advisor presentations
• Capital procurement
• Strategic advisory
• Taxation

Financial Consulting and Services

• Strategic consultation to management
• Internal controls
• Capitalization table management
• Technical accounting rules implementation
• Restructuring
• Accounting and portfolio tracking systems
• Compensation plans
• Business analysis
• Budgeting and planning
• Capital calls and distributions
• Financial modeling/forecasts
• Fundraising support
• Consolidations

Financial Communications

• Business plans and investor presentations
• Board presentations and packages
• Quarterly and annual limited partner reports
• Private placement memorandum

M&A Support

• Due diligence
• Deal management
• Vendor selection and management

Tax

• Tax strategy
• Tax preparation
• FAS 109 analysis
• 382 Analysis
• Taxation
• Bookkeeping