Financial Advisory Services SOLUTIONS. DELIVERED. fas.sunera.com
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1 Financial Advisory Services SOLUTIONS. DELIVERED. fas.sunera.com
2 Our Mission To provide your business with the highest quality accounting, finance and management consulting solutions by adding value to your organization. Since our inception in 2005, we have delivered cost-effective and efficient results to hundreds of public and private companies. Experience Matters On average, our professionals possess over 25 years of experience in both public and private industry which enables us to provide exceptional client service and add value quickly. Special Response Services Our dedicated and highly credentialed professionals address urgent needs as part of our Special Response Services (SRS). We deploy quickly to address high priority needs with experienced professionals that can quickly establish stability and an effective action plan.
3 Financial Advisory Services Delivering a full suite of finance, accounting and management solutions Sunera is a leading professional services firm that delivers finance and accounting solutions that address critical business needs. We deliver valuable and timely solutions through our highly credentialed professionals, many of whom have held executive positions in public and private accounting. We implement practical action steps and sustainable solutions to fit your unique needs.
4 Our Services Sunera stands on the strength, vision and deep experience of its leaders and professionals to deliver superior client service. We have successfully delivered quality results to hundreds of clients as a result of the depth of knowledge, professional expertise, and dedication to quality posessed by our team. Our extensive commitment to exceptional client service is paving the way for ongoing success. Acquisition and Transactional Services Acquisition (Purchase) Accounting Due Diligence Integration Support & Oversight Accounting Function Assessment Valuation of Acquired Assets Working Capital Calculations DECK Reporting Improvements Finance and Accounting Interim CFO/Controller/CRO Audit Preparation/Facilitation SEC Reporting Assistance New Standard Implementation General Accounting Clean-Up IFRS Implementation Staff Augmentation Other Financial Services Financial Expertise Support Project Management Forensic Accounting Business Process Re-Design Policy & Procedure Development Private Equity Support Services Valuation Report Assessment Other Sunera Services SOX 404 Compliance Internal Audit Outsourcing IT System Assessment Data Privacy Review IV&V Review PCI Compliance SAP Security and GRC or fas.sunera.com
5 Did you know Sunera has... Served thousands of successful engagements to over 600 clients since our inception in offices across the United States and Canada Financial advisory professionals with an average of 25 years of experience One of the largest compliance and finance consulting firms in the Southeast Industry specialties in manufacturing, consumer products, retail, distribution, healthcare, life sciences, services, restaurant, government and real estate Over 175 employees with impressive credentials including CPAs, CIAs, CFEs, CAs, CSMEs, CISAs, MBAs and CRISCs An employee-based culture with most financial professionals possessing an extensive public accounting background Former CFOs, CROs and Controllers from nationally recognized companies The unique and valuable ability to provide extensive finance and IT consulting services from one firm A history of building business through recommendations from current and former clients One of the highest client retention rates in the industry For Our Private Equity Clients Sunera specializes in addressing the needs of private equity organizations and their portfolio companies. We understand that private equity executives have many demands on their time and expect excellence, speed and results from their service providers. Sunera delivers on all of these expectations. Ask us about how our professional equity services can help with your valuable investments.
6 Financial Advisory Services SOLUTIONS. DELIVERED. Sunera services national and international companies of all sizes, both public and private, and is proud to work with some of the most wellknown names in the business community. We value the business of each client we serve and look forward to the opportunity to support your organization s success in the future. Sunera is happy to provide client references upon request. Contact us to schedule a discussion or visit. Natalie Little nlittle@sunera.com Duane Wolter dwolter@sunera.com 3350 SW 148 TH AVENUE, SUITE 210. MIRAMAR, FL fas.sunera.com Please visit our main website at sunera.com to find out more about Sunera s IT and Compliance Services FOLLOW CONNECT LIKE
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