Portfolio Oversight
Yourfinancefunction,coveredfromdayoneofownership.
For portfolio companies that just changed hands, family holding companies running several businesses without a shared financial standard, and growth-stage companies that have outgrown a bookkeeper but are not ready to hire a full-time CFO.
Independent buy-side advisory. We do the analysis; you make the decisions; a licensed firm executes.
A8 Innovation Consultancies Co. L.L.C
What we install
Financial governance within weeks, not months.
Monthly close, reporting, and compliance running before the operational exposure of an ungoverned first quarter becomes a real cost.
Reporting built to the standard your next stakeholder expects.
Because we advise buyers, funds, and sellers, the reporting we install is built to what a bank, an investor, or a future buyer will actually ask for, not just what passes an internal review.
Consolidated reporting across multiple entities.
For family holding companies running several operating businesses on different systems with different standards, one consistent reporting standard applied across all of them.
A defined path to independence.
Every engagement runs on a Transform-Operate-Transfer or Build-Operate-Transfer model: we install the function, run it alongside your team, then hand it back. Our success is your independence, not your continued dependency.
Leadership and successor readiness, where it applies.
For a family holding company managing its own succession, or a portfolio company assessing whether current leadership can carry the business forward, Roula Akl runs the same successor-readiness assessment she performs at Exit Builders, applied here to a business already under your ownership. Roula also works on the seller side at Exit Builders. She is never engaged on both sides of the same transaction, and information does not cross between engagements.
Who this is for
Operating Partners and Investment Directors at PE firms whose portfolio company just closed without a finance function in place; family principals or senior executives overseeing several operating businesses with no shared reporting standard; founder-CEOs who have outgrown informal bookkeeping and need investor- or bank-grade financials for the next raise or facility.
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