Services

Engagement-driven work, led by
senior operators

Stratera supports boards, investors, and executive teams through moments of elevated complexity, transition, and scrutiny. Our work is engagement-driven and led by senior operators who can step in quickly, establish control, and deliver outcomes.

We are most often engaged when finance, governance, and execution must move together.

01

IPO Readiness and Finance Institutionalization

Stratera supports organizations preparing for public markets or operating under public-company expectations. We build institutional-grade finance capabilities that withstand investor, auditor, and regulatory scrutiny.

Typical scope includes

  • IPO readiness and execution support
  • Public-company reporting and governance cadence
  • FP&A build-out and forecasting discipline
  • Close acceleration and reporting reliability
  • Board and investor reporting frameworks
  • Buy-side acquisition support and integration in advance of or following listing
02

Parachute Executive Leadership and Operational Reset

When leadership disruption, execution breakdowns, or strategic pivots create risk, Stratera provides senior executive leadership to stabilize and run the business through transition.

Typical scope includes

  • Interim CFO and CFO/COO-style leadership
  • Board-appointed executive authority during transitions
  • Go-to-market and pricing resets
  • Operating cadence, KPIs, and accountability frameworks
  • Revenue predictability and renewal risk management
  • Cross-functional realignment across finance, product, sales, and operations
03

Sell-Side Transaction Readiness and Execution

Stratera prepares organizations for high-stakes transaction processes by professionalizing finance, clarifying the operating story, and leading execution under diligence pressure.

Typical scope includes

  • GAAP normalization and EBITDA definition
  • Quality of earnings preparation and support
  • Data room design and diligence coordination
  • Management presentation and value narrative development
  • Interim CFO leadership through transaction processes
  • Coordination with bankers, buyers, and advisors
04

Audit Recovery, Controls, and Governance Remediation

When audits fail, stall, or threaten credibility, Stratera steps in to restore control, stabilize reporting, and re-establish trust with auditors, boards, and regulators.

Typical scope includes

  • Audit recovery and remediation leadership
  • Internal control design and documentation
  • Accounting policy standardization and technical judgments
  • Big Four auditor interface and coordination
  • Board and audit committee support
  • Time-critical reporting and regulatory readiness

Adjacent Capabilities

In addition to these core mandates, Stratera supports boards and executive teams across a range of adjacent leadership and transformation needs.

Office of the CFO and Finance Transformation
  • Finance operating model design
  • FP&A build and modernization
  • Close and reporting acceleration
  • Management and board decision-support frameworks
Post-Transaction Integration and Value Creation
  • Post-close integration leadership
  • Synergy identification and execution
  • Performance management in sponsor-backed environments
  • Value creation operating cadence
Enterprise Systems and ERP Strategy
  • Finance systems modernization
  • ERP transitions and operating-model alignment
  • Controls, data integrity, and process design

How We Engage

Stratera operates on a selective, engagement-driven basis. Mandates are led by experienced operators who work directly with decision-makers. Teams are assembled based on the demands of the situation, with a focus on judgment, discretion, and impact rather than volume.

If you are facing a transition, transaction, or credibility moment, a confidential discussion is often the right place to start.

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