Strategic FP&A

Align financial goals, minimize risk and make confident decisions.

Featured Clients:

Optimizing performance monitoring is critical to accelerating value creation.

E78 collaborates with CFOs to establish and maintain optimized FP&A capabilities that aid in long-range planning, budgeting, and forecasting processes while promoting engagement and accountability. Through dynamic planning, tech-enabled approaches and a partnership-driven relationship with CFOs and functional leaders, we provide timely insights for informed decisions.

E78’s Partner Strategy & Business Framework

Create Value

Connect Value

Capture Value

The FP&A function should be the epicenter of performance monitoring in your business.

A strong FP&A foundation lays the groundwork for ongoing value creation through risk minimization, cash flow optimization and accurate forecasting.

Business Planning & Budgeting

We promote engagement and accountability across your organization by establishing long-range planning, budgeting and forecasting processes and continuing to manage and optimize these processes.

We enable you to evolve from conventional, inflexible planning cycles towards a dynamic, adaptable strategy with a tech-driven strategy that prioritizes critical factors to craft precise business projections, empowering your organization to adapt to evolving business dynamics and make informed decisions from up-to-the-minute insights.

Accurate and timely reporting is critical to making informed business and investment decisions. We work side-by-side with CFOs, functional leaders and private equity sponsors to design and maintain a tailored reporting process that enables maximum visibility and control.

By leveraging advanced financial analysis techniques and business intelligence applications, we ensure the accuracy and reliability of insights, enabling decision-makers to have confidence in their strategic choices. E78 collaboratively develops bespoke and sophisticated models, tools, and data management solutions that deliver actionable insights throughout the organization.

We partner with you through our treasury services to help your organization manage cash flow, liquidity and financial risks efficiently and effectively.

E78 has been a catalyst for our growth and our ability to manage performance through KPIs and business analytics. They have been true partners and instrumental to our success.

Jordon DiNola, COO, SGA Dental Partners


E78 is your co-pilot in meaningful change.

We anticipate needs before they arise.

Drawing on our deep PE and C-level operational knowledge, we deliver enterprise-level FP&A to middle-market and PE-backed companies. Our team is constantly on the offensive, thinking proactively and tackling issues head on.

We leverage leading technology to drive insight.

High-quality data, along with the capability to interpret and act upon it effectively, is critical to the success of leading organizations. We are experts in illustrating the transformative potential of technology and data, equipping your team to leverage these insights for decision-making both now and in the future.

We’ve been in your shoes.

Our ability to provide you with the best service possible stems from our team’s years of leadership. With former C-suite executives, private equity leaders and Fortune 500 alumni, we provide you with world-class experts who understand the challenges you face in order to deliver on our promise of outstanding outcomes.

Our Partnership Process.

Our team understands that time is money. We add value by delivering results on-time and on-budget.

Meet E78’s experts

Joe Kwasniewski

Garrett Rizk

Michael Honeycutt

Experience the Power of E in your organization

Learn what E78 can do for you today.

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