II II CFO
II II CFO
A Trusted Partner to Our Clients
The Trade Desk
Blackline
We provided pre IPO and post IPO finance support to this Ventura County start up that now has a multi-billion dollar valuation. Our knowledge of SEC reporting and filing, GAAP and FASB standards will set you on the right path to going public and raising capital.
This Woodland Hills FinTech company needed help implementing a sales and commission module for their SAP ERP platform. We managed the project, worked across multiple departments and successfully completed the work in 6 months and under budget.
Pinnpack Capital
Source Photonics
We worked with the management of this distressed plastics manufacturing company coming out of COVID to help them in a post bankruptcy situation. Our team helped stabilize the financials, hire new leadership, and develop a 3 year strategy plan for continued growth.
This company was an international manufacturer of fiber optic components to Twitter and Amazon. They hired us to help them in their migration to an Oracle based ERP system as well as financial reporting capabilities. They were subsequently acquired by private equity.
Fair
LegalZoom
We worked with the executive staff of this Softbank backed startup in Santa Monica to raise $350 million for a novel automotive leasing concept. After developing the financial model and reporting structure we worked with Uber to create a mutually beneficial car leasing program.
The company hired us to develop a revenue model for over 500 unique selling items in all 50 states. This process involved the marketing, business intelligence, accounting and finance teams working together to create a financial platform in use to this day.
Agoura Power of Yoga hired us to assist in the purchase of the business, renegotiating leases, and strategic leadership. II II CFO provided financial analysis and provides accounting and tax services. The company has grown from a local studio to a thriving venture in Southern California.
This client worked with us on financial planning and analysis prior to a major restructuring. We worked with their investment bankers and other consultants to maximize efficiencies, manage production overruns, and stabilize the workforce during a difficult period. the company was recently acquired and is part of a public company.