Corporate Finance Consulting

Who we work with.

CEOs, COOs, CFOs, VPs of Finance, and other senior executives who...

Need our financial project execution services in support of systems implementations, departmental or key staff transitions, or other initiatives

Private equity firms seeking finance and accounting support for...

Their portfolio companies or transaction due diligence support when exiting an investment

Investment banks, corporate law firms and other strategic transaction advisors whose clients...

May need our services in support of a sell-side process, acquisition integration, private capital raise, or public financing

C-Level executives who need support in...

Executing highly effective departmental and company planning meetings; developing robust departmental, divisional and corporate business plans; or creating detailed position profiles to ensure the alignment of position goals and mandates with company objectives

Driving Change at a Global Creative Company in LA

I have worked with 8020 in my current capacity as CFO at 72andSunny as well as my previous CFO post. They were instrumental in rebuilding our annual budgeting and planning process to involve and integrate key stakeholders. They also provided extensive remediation support for multiple systems implementations including Workday and Oracle that went live before they arrived.

Jordan Toplitzky, CFO, 72andSunny

Project Management for High-Growth Companies

David and his team at 8020 have now done work for me at 3 companies. As part of IPO preparation at Edgecast, they worked on bringing our NetSuite implementation to conclusion. When we were acquired by Verizon, they played a critical role in the integration of our billing systems. They additionally played a critical Project Management role in the relocation of our HQ including our Network Operations Center.

John Powers, CFO, Chemical Guys
(former CFO, Verizon Edgecast)

Engaging With a Global 3D and Visual Technology Leader

RealD has engaged 8020 on two critical projects. The first was building out a financial model for monetization of technology IP we have developed. The second was an ERP needs assessment and system selection process. 8020 has been diagnostically precise in understanding our needs. They produce thorough and on point work, are able to present to executive management, and can actually implement their recommendations.

Jeff Spain, CFO, RealD

Here's why our clients like working with 8020 Consulting:

The thoroughness of our data gathering around project requirements
The precision of our deployment process
The combination of credentials, experience, & intelligence our people bring to the project
The alignment our business model creates between our People & our Clients
The predictability & dependability of outcomes we provide
The mitigation of project turnover risk our model produces
The economic value we deliver

Join the more than 340 companies that have worked with 8020 since 2013.

We have worked across a variety of industries in companies large and small from early stage, middle market and venture-backed firms to well established Fortune 500 companies. The majority of our active clients have chosen to engage with 8020 on more than one scope of work and have often later introduced 8020 to new companies in conjunction with their own career changes.

Whether it’s your first time working with a consulting firm or you have a history of utilizing outside finance and accounting expertise, we would like to get to know you and your firm to evaluate the areas of intersection between the events in your organization and the services we provide.

To succeed, we must leave each client demonstrably better.