Case studies

43-day S-1 caught IPO window

Fast-growing Rimini Street: understaffed; no SEC experience. We quickly mobilized an experienced team, challenged the auditors and won and produced one of the fastest successful S-1 filings ever done in Silicon Valley.

 

 

 

"We filed our first S-1 in 43 days with a team that had no public company experience thanks to Tony and Rick. They knew when to push back with the auditors and when to provide additional evidence. It was a balancing act and they knew the most efficient path to completion."

Ed Schaffer, Rimini CFO

 

 

The SEC wants its reports on time — no matter what

Newly public CareDx had just 6 months to file its 10-K in full compliance w/ SOX 404, using COSO 2013 expanded guidelines, on a tight budget. We provided the expertise as needed to fill the gaps in their team.

 

 

 

"We originally hired CFO Network for the 10-K. We then needed them for the subsequent 10-Qs, technical accounting and SOX projects. They are a top caliber on-demand resource that hit the ground running immediately."

Cyril Allouche, CareDx Corporate Controller

 

 

When SOX was new: in compliance with SOX 404 on the first try

TIBCO was one of the first to file and pass when SOX became law; passing was a must in order to protect its $2+ Billion valuation. Our 6 consultants led a successful company-wide effort to document processes, identify deficiencies and fix them.

 

 

 

 

YOUR GROWTH REQUIRES THE BEST FINANCIAL AND COMPLIANCE KNOWLEDGE AVAILABLE

10-K / 10-Q filings do not need to be painful

 

SEC report deadlines wait for no one, so when you’re swamped with your full-time operational day job and are understaffed, with no qualified candidates in sight, we are your flexible on-demand resource.

An IPO is your home run, but comes with “gotchas”

Delays cost millions. You need in-depth experience; experience that has been there/done that not once, not twice, but dozens of times. And you want it done fast. We did one S-1 in 41 days and received accolades from the Wilson-Sonsini partner.

SOX 404 compliance should be standardized and risk-free

The last thing you want is to spend your budget by starting from scratch. Leveraging our trusted and tested templates will save you time, money and de-risk the process.

 

Organize M&A tasks into manageable pieces

Using our on-demand specialists means that tasks, such as due diligence, converting IFRS to US GAAP and opening balance sheets, are done quickly, while operational tasks still run smoothly.

Quality of earnings and audit prep: Timely | Accurate  Painless

First audits can be jarring. Everyone says "just get it done," but getting it done is much easier said than done. Create a big win by supplementing your team with our seasoned expertise.

Who we are

Tony Riley, Managing Partner, CFO Network

Tony RileyTony Riley,  LinkedIn

Managing Director

Tony co-founded the original CFO Network in 2002 and re-launched it as CFONW Global Solutions in 2010.
Tony’s experience combines CFO and corporate controller positions in public companies with extensive consulting in Silicon Valley public companies, such as TIBCO Software, SGI, Visa USA, NewCardio, Oplink Communications, SumTotal Systems, Avanex (now Oclaro), ACLARA BioSciences and LookSmart, and private companies, such as Exigen Services, Roamware and  PLLX3. He also has extensive international experience in China, Thailand, Russia, Germany, UK, France, Italy, Netherlands, Australia and Latvia.

 

Rick Brounstein, Managing Director

Rick BrounsteinRick Brounstein,  LinkedIn

Managing Director

Rick is Managing Director and has over 25 years of CFO-level experience, including seven years CPA experience with Big 4 accounting firms, SEC and SOX compliance, financial reporting, capital formation, and asset management and IPO experience as a sitting CFO.

He was a member of the elite SEC Advisory Committee on Smaller Public Companies and the COSO task force that updated the standards widely used in today’s SOX §404 internal control compliance.

 

THE COMPANY YOU KEEP SAYS A LOT ABOUT WHO YOU ARE

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