Skip to main content

Financial Advisory

financial advisory teamSunera’s Financial Advisory Services team provides finance and accounting solutions to address clients’ critical business needs. We’ve assembled a team of highly credentialed finance and accounting professionals, who have worked in national public accounting firms and/or held executive positions in flagship corporations. We work directly with our clients’ top executives and their teams to implement practical steps and sustainable solutions that address each company’s unique needs across the enterprise. 

Sunera has worked with private equity funds and hundreds of public and private companies, ranging in size from start-ups to multi-billion in revenue. Our financial advisory services include: 

Acquisition and Transactional Support

Sunera offers a broad range of services from pre-acquisition due diligence to post-acquisition accounting and IT support and integration. Our transaction services experts have been involved in hundreds of of mergers, acquisitions, restructurings and joint ventures. They utilize their knowledge, world-class tools and methodologies to address today’s numerous transactional challenges. We will work with your organization to evaluate your opportunities, make transactional processes more efficient and help you achieve your strategic goals. 

Finance and Accounting 

If your company is overwhelmed by stacks of business initiatives, our skilled team of CPAs and MBAs are here to help. At hourly rates that suit small and mid-sized entities, our resources are skilled and motivated to tackle any task. We can assist your finance function with audit preparation and coordination, preparation of financial statements, SEC reporting assistance, implementation of accounting standards, general accounting clean-up, contract reviews and financial process improvements. 

Private Equity Support 

Sunera frequently helps regional and national private equity firms address finance and accounting needs at their portfolio companies. We understand how private equity executives function – they’re bottom line driven and have extreme demands on their schedule. They expect excellence, speed and measurable results, and Sunera delivers on all of these expectations. We offer services specifically for private equity firms and their portfolio companies services, including due diligence, accounting for new acquisitions, valuation of acquired assets, accounting department assessments, interim CFO/CRO/Controller, post-integration support and oversight, IT health checks, contract review and analysis, and project management. Our seasoned professionals quickly grasp the needs of our private equity clients and rigorously implement action plans that deliver value.  


Sunera provides effective and prompt business valuation services for companies of all sizes. Our clients rely on our expertise and methodologies to provide them with clear valuation reports and easy-to-understand deliverables. Our streamlined approach provides valuation solutions at prices substantially below those related to the usual large-scale valuation reports. Our valuation services are most often utilized by private companies to value recently acquired assets and by public companies to prepare the impairment analyses required by GAAP. 

Interim CFO, CRO, Controller 

Sunera professionals have the experience to help your organization during times of personnel turnover and periodic workload spikes. Sunera offers outsourced professionals to fill Accounting Manager through CFO positions, and our qualified professionals are able to address specific technical issues and special enterprise-wide projects.  All these professionals have extensive experience playing key roles in both public and private companies and maintain industry certifications and designations, including CPA, CFE, MBA, and CA. We provide consistent interim accounting solutions by providing professionals who are dedicated to your organization’s unique requirements. 

Special Response Services 

Sunera realizes that companies and private equity firms sometimes find themselves with an immediate need due to special circumstances such as the unexpected departure of key finance/accounting personnel or unforeseen issues related to acquisitions, mergers, or financial audits. As part of our Special Response Services, Sunera provides dedicated, highly credentialed professionals that are able to jump in and address these needs. We are normally able to deploy resources within 48 hours to address high-priority needs with experienced professionals that can quickly establish stability, implement an effective action plan, and bring peace of mind.  

Business Process Improvement 

Sunera provides independent analyses of certain business processes to identify opportunities for the reduction of manual effort, the implementation of automation, and the realignment of processes and procedures with corporate objectives for quality and efficiency. Our analysis specifies current and future state processes and provides a roadmap to remediation. In addition, our recommendations will indicate the expected benefits of each change and the appropriate level of urgency. 

contact SUNERA

tweets by @SuneraLLC

Loading Tweets...