About

Guiding businesses with forward-looking strategies and services to navigate the road ahead and reach new horizons

Born from public accounting and investment banking, S&O is a strategic advisory firm that improves performance and unlocks growth and value by offering CFO, transaction and special project services. We aim to help clients navigate challenges and achieve their goals

S&O can provide senior-level talent to smaller companies that do not need them full-time and 5 days per week. This provides our clients with the expertise they need, the option to ramp up or down our services and the ability to scale efficiently

Before tailoring an optimal scope of work for our services, an S&O advisor will take the time to learn about your business including its history, goals, financial infrastructure and accounting processes

CFO services

S&O can provide oversight and guidance to an existing accounting and finance team or provide short-term capacity for projects requiring specific expertise. Standard service offerings also include:

  • Budgeting and cashflow management
  • Compilation and review of financial statements
  • Financial package creation for management, investors and lenders
  • Coordinate and oversee accounting projects

Special projects

S&O realizes every company has unique needs. We have acquired substantial industry knowledge in the industrial, consumer, insurance and specialty finance sectors to grow companies by diversifying customer bases, managing and onboarding new vendors and transforming business models

Transaction services

Whether it is raising capital, planning an exit or reviewing an acquisition, S&O can optimize your outcomes by leveraging our relationships with banks, investors and offer the following:

  • Quality of earnings for buyers and sellers
  • Financial model creation and updating
  • Due diligence support throughout the life of the process as well as process management
  • Exit planning and business valuations

Other advisory services

S&O's other advisory services offered include purchase price allocations (ASC 805 and 820), goodwill impairment review, loan pricing and payback analysis for both banks and borrowers, streamlining accounting policies and procedures and accounting clean-up

Want to improve and efficiently scale your business?

Schedule Your Free Review

Receive guidance from accounting and finance veterans with backgrounds from big four accounting firms and middle market investment banks

kristian@saggioandotto.com
Example Street, City, Example Land
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