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We develop financial professionals as powerful performers pivotal to generating positive outcomes

FP&A Advisory and Digital Technology Implementation

Companies that struggle to plan effectively, struggle to grow effectively.

It doesn’t have to be this way. Your organization can utilize FP&A technology and platforms to achieve greater confidence in your data and greater conviction in your decision-making.

Through our financial advisory services, we implement technology and platform solutions so you can utilize your financial intelligence in ways you’ve aspired to but have never been able to achieve. We help you transform the way you plan and execute your business growth.

All companies are unique with different challenges. Solutions shouldn’t be off the shelf — they should be unique to your situation,

We’re not implementation consultants. We’re FP&A practitioners who have been where you want to go.

 
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FP&A Process Mapping and Platform Solutions

Seidman Financial’s FP&A practitioners are experts in business process mapping and implementation. We have relationships with and access to the leading FP&A Enterprise Performance Management (EPM) and planning providers for any company size and most industries.

 
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Whether you require a full planning and performance implementation or simply an enhancement to already-existing platforms, bespoke solutions can be built to fit your needs. Design and execution aren’t just done on your behalf — you’ll be provided with the platform guidance, processes, upskilling, FP&A training and coaching to help you grow effectively. You know you’ll have a corporate FP&A partner with you every step of the way.

 

Our 3 Pillars of FP&A Solutions

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FP&A Planning and technology solutions

Our planning and technology solutions make sure information systems are working cooperatively and providing the decision-making capabilities to act quickly and confidently

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FP&A Center of Excellence (COE) Development

Center of Excellence (COE) implementation enables you to establish data governance while sharing your financial intelligence, allowing all partners to access what they need, how and when they need it

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FP&A strategy and development

FP&A technology and structure are only two of the keys to success — to ensure FP&A capabilities are fully realized, they need to be aligned with strategy, people and processes to grow as your organization does


Our experts and partners have extensive experience across many technology solutions and industries

We help you select and implement the best solution for your unique organization, paying particular attention to user interface and ease of use. Your end-users will be able to access data and planning anytime, 24/7 from any computer, anywhere in the world. Software partners are committed to keeping their platforms up-to-date, relevant, and free from error. Solutions and industries we’ve worked with include:

 
  • Anaplan

  • Oracle / Hyperion

  • Microsoft Dynamics


  • Planful

  • Adaptive Insights

  • Vena Solutions


  • Power BI

  • Microsoft Excel

  • Power Query and SQL


 
 
  • Aerospace

  • Automotive

  • Banking

  • Construction & Construction Products

  • Consumer Products

  • Government Contracting

  • Distribution

  • Energy

  • Engineering & Design

  • Environmental

  • Financial Services

  • Food & Beverage Services

  • Health Care & Nursing Homes

  • Hospitality & Leisure

  • Industrial Products

  • Insurance

  • Manufacturing

  • Oil & Gas

  • Pharmaceuticals

  • Professional Services

  • Real Estate

  • Restaurants

  • Retail

  • Software and Technology

  • Steel Fabrication

  • Telecommunications

  • Transportation & Logistics

 

Financial Planning & Analysis (FP&A), Working Capital Management, and Business Analytics - Select Cases

We formulate strategic finance solutions for corporate clients based on quantitative and qualitative economic analytics. We also assist challenged, distressed, or rapidly growing companies facing liquidity challenges. We bring a wide-array of experience in crisis management, complex financial modeling and forecasting, treasury management, asset valuation, and enterprise risk management. Specific cases include:

  • Implemented strategies for accelerated sales growth, inventory management, cash flow management, and production planning and provided leadership advisory services to an £20 million UK- and US- based manufacturer of industrial adhesives.

  • Assisted in the development of a budgeting, forecasting, and cash flow model on behalf of a $6 million Shark Tank-funded food company.

  • Developed continuous planning, forecasting, cash flow management and financial reporting processes for a $7 million Canada-based construction products distributor.

  • Redesigned the sales strategy and provided leadership coaching to a £5 million UK-based manufacturer of specialized doors and ironmongery.

  • Redefined marketing strategy, restructured the sales department, and provided leadership advisory services and coaching to a £10 million UK-based provider of healthcare products for the nursing home industry.

  • Managed cash flow, liquidity, and the implementation of a project cash flow management system and provided executive coaching to a £2 million UK-based fabricator of steel beams and construction products.

  • Orchestrated a product portfolio rationalization and simplification initiative, redesigned go-to market strategy, developed cash flow management processes, and provided leadership advisory services to a £5 million UK-based provider of personal protective safety equipment.

  • Served as interim Controller for an $80 million Chicago-based technology and manufacturing collaborative of corporations, universities, and the U. S. Department of Defense.

  • Reorganized a $15 million information technology staffing company through refinement of its management compensation program, closure of facilities, and reformation of internal processes.

  • Led product-level strategy and corporate revitalization efforts for a $305 million designer and manufacturer of health and wellness products.

  • Provided bank mediation services, maintained daily cash flows and borrowing base certificates, audited and tracked inventory, and managed accounts receivable in an extremely sensitive revitalization effort between a $30 million Chicago-based meat distributor and its lenders.

  • Developed and maintained various short- and long-term forecasts including daily, weekly, monthly, and annual cash flows, instituted a treasury and cash management program, provided debtor-in-possession sizing and debtor-in-possession budget analysis, compiled Chapter 11 bankruptcy schedules and exhibits, quantified administrative claims, and provided business valuation services throughout a 10-month bankruptcy process involving an $88 million oil and gas exploration and production corporation.

  • Launched and maintained a three-statement integrated model, sales forecast model and 13-week cash flow model, assisted in lender negotiations, refinanced, and ultimately instituted the successful turnaround of a $280 million privately-held general contractor.

  • Created, developed, and managed three-statement integrated models, assisted in lender negotiations and refinancing, led the annual budget process, and steered a $365 million renewable energy general contractor clear of a probable bankruptcy filing.

  • Conducted a comparison of reorganization value of a reorganized $144 million oil and gas exploration and production corporation with tax attributes preserved, allowed as permitted by §382, compared to a purchase of assets under a stalking horse bid.

  • Built, developed, and managed cash flow model, sales forecast model, and reporting system for internal usage at a $250 million automotive supplier and assisted the company with bankruptcy management and sell-side due diligence.

  • Conducted a cash flow and liquidation analysis for a $25 million retailer of home furnishings that witnessed a $100 million decline in sales over eight years.

  • Conducted due diligence and analyzed the 16-month viability and liquidity forecast of a $12 million leading not-for-profit cultural institution in a major U.S. city.

  • Assessed branding organization and strategy for a large international food and beverage conglomerate.

  • Developed a complex financial model and provided management consulting advice to a Fortune 100 telecommunications company expanding into new markets with WiMAX technology.

  • Developed a product pricing model for a middle-market international software company.


Other Select Financial Advisory Experience

Intellectual Property (IP) Management

We have offered value assessments of intellectual assets in the context of trademark, patent and copyright disputes and mediations.

Specific cases include:

  • Performed solvency analysis on behalf of a major metropolitan charitable trust for bankruptcy litigation purposes related to the bankruptcy of a $3.2 billion multimedia corporation.

  • Conducted a business valuation and asset appraisal on behalf of the Trustee in a dispute involving a high net worth business owner.

  • Conducted business valuations of various operating units of an asset management business as one of three neutral appraisers in a litigation dispute.

  • Expressed financial opinions with regard to contingent assets received as a result of litigation between the U.S. Department of Justice and a commercial bank.

  • Conducted a business valuation and calculated economic damages for an MRI center and its owner engaged in an unjust enrichment dispute with investors.

  • Calculated economic damages on behalf of a major health insurance provider engaged in a breach of contract dispute with a physical therapy clinic operator.

  • Conducted a business valuation of an internet-based residential brokerage company engaged in litigation with its multiple-listing services providers.

  • Calculated the lost earnings of demoted casino employees due to alleged employment discrimination.

  • Quantified damages due from an equipment leasing company fraudulently engaged in business.

  • Determined the fair market value of a multi-million dollar internet domain name.

  • Valued a co-owner’s equity interest in a computer peripherals company.

  • Reconciled procurement expense and cost savings for a national financial institution in dispute with its outside consultants.

  • Determined a reasonable royalty and assisted in the settlement of a copyright and trademark dispute between a Grammy-winning music artist and a professional athlete.

  • Assisted in insurance claim arbitration between a Fortune 500 retailer and its insurers.

  • Determined the monetary loss to a $450 million crop insurance company due to the resignation of its top executive and his alleged misconduct.

  • Quantified damages due from a privately-held manufacturer of personal aircraft involved in a trademark infringement dispute.

  • Determined a reasonable royalty for a global positioning device manufacturer related to specific features enabled by the company's patented technology.

  • Quantified unjust enrichment, corrective advertising, and reasonable royalty damages for a trademark infringement on behalf of a large, privately-held manufacturer of household consumer products.

  • Determined a reasonable royalty and quantified damages on behalf of a small, privately-held manufacturer of child gifts and juvenile products involved in trademark infringement.

  • Performed a market acceptance analysis for intellectual property and conducted market research on behalf of an inventor.

  • Determined a reasonable royalty and quantified damages on behalf of a large, international bank involved in trademark infringement.

  • Analyzed accounting records and journal entries for a Fortune 1000 real estate investment company to evaluate whether transactions were compliant with partnership contracts.

  • Determined a reasonable royalty and quantified damages on behalf of a Fortune 500 apparel retailer defending itself in a trademark infringement dispute.

  • Determined a reasonable royalty and quantified damages on behalf of a Fortune 200 manufacturer of truck transmissions.

  • Quantified the net worth of a high net worth individual involved in a divorce dispute, including asset appraisal, portfolio and business valuation.

  • Evaluated the appropriateness of maintenance and repair costs for a Fortune 50 general merchandiser following a devastating hurricane.

  • Evaluated the appropriateness of contract costing related to a sinkhole crisis in a major U.S. city.

  • Examined several aspects of a purchase price dispute on behalf of a Fortune 10 diversified industrial products corporation.

  • Conducted a royalty examination for a Fortune 50 manufacturer of software involved in the licensing of network server patents.


Business Valuation

We have vast experience in valuation, having appraised businesses and intellectual assets in over two-dozen industries.

Specific cases include:

  • Conducted a business valuation of a customer rewards business for a potential take-private transaction on behalf of a minority interest private equity investor.

  • Calculated business enterprise value and reorganization value on behalf of an investment bank related to the request of a fee enhancement in the business reorganization of major miner, smelter, and refiner of copper and molybdenum.

  • Conducted a business valuation for a §363 sale of a $31 million privately-held manufacturer of luggage.

  • Conducted a business valuation of a privately-held Midwest-based trucking and logistics company.

  • Conducted a business valuation of a $14 million hybrid hotel/condominium development for an 11-11B proceeding.

  • Conducted a business valuation of a $31 million privately-held tier-one automotive parts supplier for debt conversion and taxation purposes.

  • Conducted a FAS 142 business valuation of a $20 million privately-held manufacturer of deep-drawn and fabricated aluminum and molded plastic cases.

  • Conducted a FAS 142 business valuation of a $51 million privately-held commercial metal forming operation.

  • Conducted a FAS 142 business valuation of a $122 million privately-held metal forging corporation.

  • Assessed the reasonableness of third-party valuations under FAS 141, FAS 142, and FAS 157.


Financial Forensics and Investigations

We assist business owners and third-parties in the investigation of accounting data, financial reporting and malfeasance.

Specific cases include:

  • Assessed the business viability of a grocery cooperative prior to a check kiting scheme and fraud conspiracy committed by the company’s executives.

  • Investigated the accounting records, reviewed the adequacy of financial reporting, internal controls, and cash flow operations, and interviewed management of a multi-property hotel management company on behalf of private equity investors.

  • Evaluated the real estate loan portfolio of a failing community bank and reviewed asset appraisals in cooperation with the Federal Deposit Insurance Corporation (FDIC).

  • Assessed customer risk and performed portfolio due diligence for a multi-national bank in compliance with the Anti-Money Laundering (AML) / Bank Secrecy Act (BSA).

  • Conducted an email review of auditor correspondence related to the hedging activities made by a Fortune 10 automotive manufacturer.

  • Investigated fraudulent accounting records and journal entries made by management of a Fortune 1000 manufacturer of recreational vehicles.

  • Conducted an email review of a large, privately-held exporter and distributor of food related to alleged asset misappropriation by the company’s management.

  • Investigated a fee overbilling scheme on behalf of the audit committee for a $500 million provider of health information management services.