Joan Stoneking has deep expertise in all aspects of accounting, finance, and administration. She helps business owners develop their financial knowledge, bringing disciplined financial management into their business in accessible, manageable ways.
Joan enables clarity and insight about the financial condition of your business so you can even better understand your numbers, results, and what’s possible now and in the future. As a result of working with her, you’ll have a clear strategy and an actionable roadmap, along with well-designed processes, systems, and controls so that you know the health of your business at any given time and are prepared to respond to what’s next.
Additionally, Joan helps private equity investors by adding real-world work experience to buy/sell processes. Joan adds insight to your acquisition due diligence because she knows what to look for to make sure you’re aware of potential challenges once you take over. Joan strengthens the sale process for your portfolio company by helping them get ready to sell and working alongside them through the process. The time she spent working for portfolio companies means she knows what it’s like to be in a process and run the business at the same time.
Areas of expertise include:
Cash flow optimization
Strategic planning & budgeting
KPIs & financial reporting, including consolidations
Acquisition due diligence and integration
Debt and equity financing
Debt compliance
Financial systems design
Internal control design and documentation
Audit support
Revenue recognition (ASC 606) and GAAP compliance
Human resources and payroll, including 401k administration
Let’s connect and see how Joan can help you!
“Joan’s development of our reporting systems, her organization and keen attention to detail for our financial and other corporate information established invaluable credibility for buyers, which was critical to our successful sale process.”
“Joan is a highly experienced financial executive well versed in M&A and integrations, internal controls, audits, financial management, [and] financial sponsor management.”
“We were able to get 10x EBITDA for our organization and I believe it was because of the work that Joan did to document, and put the processes in place, that gave credibility to our story.”