Transforming Financial Operations for Acquisition Success

18-month engagement

$65MM+ exit

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Overview

A Los Angeles based manufacturer in a highly specialized industry engaged Keystone to address significant operational and financial challenges ahead of a planned acquisition.

Challenges

Unstable cash flow creating operational bottlenecks
Outdated and inefficient accounting processes
No clear financial projections for decision-making
Financial goals not aligned across the organization
Preparing for acquisition while maintaining day-to-day operations
Tight budget constraints on modernization

Objectives

Establish stable cash flow and liquidity management
Redesign accounting processes for accuracy and scalability
Implement tools for accurate reporting and forecasting
Align financial strategy with long-term business goals
Reach readiness for acquisition by a strategic partner

What Keystone Did

Cash flow instability

Implemented cash flow forecasting, optimized receivables and payables processes, and established liquidity management practices that stabilized the business.

Misaligned financial strategy

Built detailed projections, prepared the company for acquisition readiness, and led cross-departmental collaboration so financial practices matched long-term goals.

Legacy systems and inefficiency

Redesigned accounting workflows, implemented modern financial tools, and streamlined operations to improve decision-making and scalability.

Outcome

Full financial overhaul: redesigned accounting workflows, cash flow forecasting, and liquidity management in place
Modernized systems and streamlined operations, improving scalability and productivity
Financial reporting and compliance documentation prepared for acquisition
Acquisition completed by a strategic buyer in excess of $65MM, positioning the company for long-term growth under new ownership

Engagement length: 18 months.

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