CFGI

CFGI provides tax compliance and advisory services to a wide range of clients, from start-ups to private equity backed groups to publicly listed companies. Our tax team brings a wealth of Big4 experience and at every level are actively involved in our client relationships and the delivery of tax services – our approach is flexible and hands-on and can be tailored to suit the needs of any client.

 Our core tax services offering includes:

»  Preparation and submission of corporation tax returns

»  M&A and transaction advisory (due diligence, structuring, refinancing and exit readiness reviews)

»  Tax advice and planning, including group reorganisations, simplifications and permanent establishment reviews

At CFGI, our dynamic, cross-functional experts build partnerships with businesses to develop, execute and maintain highly successful transformation strategies from visioning through design and execution. We draw on deep expertise in business and digital transformation to help you identify your objectives and implement the people, process and technology changes to get there. 

 » Discovery & Transformation – Assessing your operating model and designing and implementing the people, process, and technology changes necessary to succeed

» Automation & Analytics – Digital transformation leveraging data ecosystems, Robotic Process Automation (RPA), and advanced analytics to derive actionable insights and fuel strategic decisions

» Workforce of the Future – Preparing your workforce for the future of work, leveraging human capital strategies like organizational design, talent development, learning, remote work, and workforce analytics

» Event-Led Transformation – Navigating businesses through mergers, acquisitions, and divestitures, IPOs, and other strategic events / transactions to enhance operating performance and capture strategic value

» Technology Solutions – Helping your organization best leverage technology by aligning it with the needs of your business, drawing on vendor selection, program management and system implementation experience

» Financial Planning & Analysis – Maximizing the value of your FP&A function and leveraging industry expertise, market leading tools, data fluency and a hands-on approach to strategic business partnering

We provide your teams with individuals experienced in supporting companies through their ESG journey and tailored to the skill sets you need to integrate ESG into your business. Examples of the support we provide:

» Design and manage a plan to create or improve your ESG framework

» Implement ESG frameworks through integration with your business

» Perform double materiality assessments

» Develop your GHG (Scope 1,2,3 emissions) data collection and accounting

» Enable your compliance with regulation (CSRD, IFRS S1/S2, TCFD, SASB, GRI, SEC, etc.)

Using our extensive accumulated experience as the foundation, we provide financial due diligence across the middle market covering all sectors with a particular focus on Life Sciences, Healthcare, TMT and Consumer. We pride ourselves on helping you pre and post deal with a tailored senior-led approach to due diligence. Post-deal we can support on subsequent bolt-on acquisitions, partnering with management teams to execute value creation initiatives.

Our team can assist with an array of transactions, including acquisitions, re-financing and divestitures for both buyers and sellers. We support all aspects of buy and sell-side due diligence, covering vendor assistance, vendor due diligence and acquisition diligence including sales and purchase agreements input.

CFGI has a specialist valuation practice providing expert support in the following areas:

» Enterprise Valuations

» Purchase Price allocations

» Complex securities

» Share based payments

» Impairment testing

» Fair market values

CFGI can deliver comprehensive support throughout the IPO journey and beyond, covering pre-IPO readiness assessment and developing a detailed roadmap, through execution and remediation activities and comprehensive post-IPO support.

 » Pre-IPO: CFGI will work with your team in a flexible and hands-on way to develop a detailed and action oriented readiness assessment and roadmap covering a range of functional areas critical to a successful IPO, including: financial accounting and reporting; risk management and internal controls; forecasting and budgeting; finance function; board and governance; ESG; and IT environment.

» Execution and remediation: A full suite of services to assist the finance function with preparation for the IPO journey and key IPO processes, including: preparation of financial information, capital markets support, project management and interim staffing solutions.

» Post-IPO: Services to assist with continuing obligations post admission.

Working with a cross-functional partner like CFGI throughout the IPO journey and beyond, you gain an ally that becomes part of your finance team, offering a full suite of services, free from independence conflicts.

With CFGI, you have immediate access to technical expertise. With the knowledge and know-how to resolve complex accounting and finance issues, our professionals have deep experience in providing practical solutions for your most pressing accounting needs.

Areas we can assist with include:

» Accounting for complex transactions

» Adoption of new accounting standards

» Revenue recognition

» Accounting for debt and equity financings

» Accounting for share based payments

» Accounting for acquisitions and investments

» Conversions between IFRS, UK GAAP and US GAAP

» External reporting and processes

» Audit assistance - including technical, financial reporting and audit management