Your First 100 Days, Handled

Private Equity & Family Office Support

 

We partner with leadership teams in the critical first 100 days post-transaction. From Day 1, we upgrade legacy accounting and financial systems to deliver clean, compliant, investor-ready reporting. Our work lays the foundation needed to meet the rigorous standards of private equity, lenders, and boards.

Start Your First 100 Days Strong

Our Core Capabilities

Post Transaction Support
We set up your opening balance sheet, verify working capital, and handle all key fair value adjustments. We also work directly with valuation firms to complete purchase price accounting smoothly and accurately.
Accounting Advisory
We upgrade your books to GAAP, streamline your chart of accounts, and put a solid monthly close process in place. We define key accounting policies, build a 13-week cash flow cadence, and make sure you're ready for audits and compliance reviews.
Financial Advisory
We deliver clean reporting packages with KPIs, variance insights, and lender-ready financials. We build dashboards, budgets, and re-forecast models—all tied to your GAAP numbers—and support board and investor updates with reliable, consistent data.
Ongoing Managed Support
We deliver interim or ongoing accounting leadership, keep your month-end close on track, and pinpoint future tech and staffing needs. Then we transition your team into a strong, steady-state model beyond Day 100.
Get Expert Financial Guidance

Why Support Matters in the First 100 Days

The first 100 days after an acquisition are critical. Decisions made during this window set the tone for financial accuracy, operational efficiency, and investor confidence. With expert support, you can clean up legacy systems, ensure compliant reporting, and establish strong processes from Day 1. So your team hits the ground running and avoids costly mistakes down the line.

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Our Approach

From Day 1 to Investor-Ready

Discover
We start by listening. Understanding your goals, challenges, and timeline is key to creating a plan that actually works. This is where we uncover what matters most and lay the groundwork for success.
Design
Next, we craft a tailored approach. We build the right combination of services, people, and processes to meet your objectives—nothing cookie-cutter, everything designed for your unique post-acquisition journey.
Deliver
Finally, we execute with precision. We measure progress, adjust as needed, and stay in lockstep with your team, making sure every action drives results and keeps you on track from Day 1 to Day 100.
Turn Your Plan Into Action

Why Choose Out of the Box Technology?

Who We Are

We’ve spent 35+ years building trusted relationships and delivering financial clarity. Today, we serve 500+ active clients across industries like CPG, services, and real estate, with a team of 60+ professionals across the U.S., concentrated in key markets.

Who We Work With

We partner with growing lower- to mid-market businesses ($5–$100M revenue), private equity firms, search funds, and family office portfolio companies, as well as bankers, CPAs, and advisors who need a trusted partner for their clients.

Turn Financial Goals into Reality—Book a Consultation!

Your Next Step: Strategic CFO Support

Learn More about Fractional CFO Services

Need ongoing financial leadership beyond Day 100? Our Fractional CFO services provide strategic guidance to keep your company on track.

Once the first 100 days are complete, sustaining momentum is key. Our Fractional CFOs provide ongoing financial strategy, reporting oversight, and growth guidance, so your company stays investor-ready and future-proof.

Learn More about Fractional CFO Services

General Financial Consulting

We go beyond First 100 Day Services

Bookkeeping Services
Keep your finances in perfect order with our professional outsourced bookkeeping services. We handle everything from day-to-day transaction recording to managing your accounts payable and receivable, ensuring your financial records are always accurate and current.
Data Migration Services
Seamlessly transition your data with our expert Data Migration services. At Out of the Box Technology, we ensure that your critical data is transferred accurately and efficiently from one system to another, minimizing downtime and reducing the risk of data loss.
QuickBooks Support & Training
Maximize your efficiency with QuickBooks. Whether you need setup, customization, or training, our certified QuickBooks experts help you get the most out of your accounting software.
See Plans & Features

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