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Accelerate Transaction Readiness
Pre-sale financial cleanup, reporting improvements, and diligence risk reduction to enhance valuation at the time of exit.
Support Portfolio Growth & Scalability
Infrastructure, systems, and insights that support operational efficiency and rapid revenue growth.
Interim Leadership for Portfolio Companies
Rapid deployment of interim CFOs and finance leaders to stabilize operations and reporting during leadership gaps.
Exit & Integration Support
Execution-focused integration and exit prep to ensure smooth transitions and maximize total fund returns.
AI & Automation Consulting
We bring finance operators and AI experts together to identify where the biggest opportunities exist, implement practical improvements alongside your team, and create measurable impact early in the process. Some organizations begin with a specific workflow. Others are tackling broader finance transformation initiatives across systems, reporting, close, or FP&A. Either way, the goal stays the same: prove value quickly, build momentum, and scale from what’s already working.
Financial Project Management & Execution
Move financial initiatives forward with people who can both lead and execute. We step into projects like system rollouts, integrations, and close acceleration to handle the work and keep everything aligned as conditions change.
Interim CFO
Put a senior finance operator from 8020 in the CFO seat. They take on day-to-day leadership, stay close to executive decisions, and keep the function moving while you work through transition or change.
Transaction Support Services
Deals create a surge of work before and after close. We support diligence, integration, and reporting so nothing gets missed while the business keeps moving.
Financial Planning and Analysis
Bring strategic insight to your decisions. Our FP&A leaders step into your forecasting and planning processes, helping you optimize teams and your financial performance.
Interim Controller
Place a hands-on controller into your accounting function. They take ownership of close, reporting, and compliance so the work stays consistent and nothing slips during the transition.
Interim Financial Management
Bring in an 8020 consultant to cover key gaps across the team. They step into the role, pick up ownership quickly, and keep day-to-day execution moving without disruption.
Financial Reporting and Accounting
Maintain reporting that stands up under scrutiny. We support technical accounting, audit readiness, and ongoing reporting so your team isn’t scrambling at the finish line.
Proven Experts
Our consultants are senior operators with real-world finance experience across Fortune 500s.
Accelerated Impact
We ensure the right expert is placed from day one, delivering immediate value with guaranteed fast ramp-up.
Direct Execution
No handoffs. No downgrades. The consultant leading your engagement is personally executing the work every step of the way.
"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."
"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."
"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."
"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."
