Professional Services: Office of the CFO

Guiding through growth and distress.

FP&A specialist with interim/fractional services and special situations firepower.

Services

Beacon's Financial Super Powers

Financial Planning & Analysis

No hockey sticks. Plans you can trust.

We turn data into board ready intelligence.

Budgeting and Reforecasting
Rolling Operating Models
Monthly Management Reporting
Key Performance Indicators (KPIs)
Quarterly Board Reporting
Lender Reporting
Weekly Flash Reporting
Profitability Analysis: Price, Volume, Unit
CAPEX Buy/Build/Sell Analysis
Cash Management: 13 Week Cash Flow
Foundational Accounting

Transaction Support

Billions closed. Get across the finish line.

Buy, sell, or integrate — add value at every stage.

Seller Exit Readiness & Prep
Buyer Financial Due Diligence
Synergy planning and tracking
Net Working Capital Pegs
EBITDA Adjustments
Valuation: DCF, ROI, Comparable
Debt Origination
Debt Refinance
Equity Fundraising Materials
Special Situations: Restructuring
Business Combination Accounting

Interim Solutions

Your private firefighter. When you need it most.

Fractional or interim services for transitions.

Plug-and-Play; No Overhead
Chief Financial Officer
Vice President of Finance or Accounting
Director or Manager of FP&A or Accounting
Corporate Development
Routine Reporting Production

> 15+ Years Experience

> Seamless Team Extention

> Independent + Network Powered

Your Professional

Joshua S. Kleinjan, CPA

15+ Year Expertise: Modeling, FP&A, Transactions, Interim, Special Situations
Sectors: Manufacturing, Energy, Healthcare, Biotech, SAAS, Real Estate, +
Prior: PricewaterhouseCoopers, Alvarez & Marsal, Accordion Partners
Certified Public Accountant
Pilot

Let's Discuss Your Needs. Book a free consultation.

Josh.Kleinjan@beaconpartners.us

+1-267-231-2727