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Strategic Business Consulting

Solving complex business challenges with industry-leading expertise and world-class hospitality.

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Our solutions: From strategy to execution

Financial Reporting & Advisory

Compliant, accurate, and investor-ready reporting.

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Audit Support & Readiness

Support for a successful external audit and a smoother audit season

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Digital Transformation Services

Streamlined processes, modernized tech, and future-proof strategies.

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PE/VC Portfolio Company Advisory

Unlocking growth and operational excellence.

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Office of the CFO Consulting

Elevate your finance function’s impact.

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Project & Change Management

Initiatives that finish on time and on budget.

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Human Capital Transformation

Build teams that perform and stay.

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ESG & Sustainability Advisory

From strategy to implementation, helping you meet regulations while making real impact.

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Data Analytics & Automation

Insights that fuel decisions and efficiency.

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Deal & M&A Consulting

Smarter, faster transactions with reduced risk.

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Capital Markets Advisory

Navigate funding with confidence.

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Generative AI Consulting

Practical AI integration for growth and innovation.

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Supply Chain & Operations Optimization

Reduce costs, boost agility, and strengthen resilience.

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Outsourcing & Staff Augmentation

Close capability gaps without the overhead.

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Interim Staffing Solutions

Keep critical work moving through change.

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Governance, Risk, and Compliance

Align governance, risk, and compliance with organizational strategy

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Digital Transformation

Pain points solved

  • Legacy systems and disconnected tools slow you down
  • Tech adoption stalls, hurting ROI
  • No clear strategy linking digital to business goals
  • Manual processes limit real-time decision-making

Sub-services

Value delivered

  • Streamlined, automated workflows save time and cost
  • Reliable data drives faster, smarter decisions
  • Tech becomes a growth enabler, not a roadblock
  • Teams adapt quickly with stronger adoption and alignment

Pain points solved

  • Complex standards and compliance drain resources
  • Audit prep is stressful and inefficient
  • Reporting is slow, manual, and error-prone
  • Finance teams lack capacity for strategic insight

Sub-services

Value delivered

  • Clear, accurate reporting that builds confidence
  • Less time spent on manual work, more on insight
  • Stronger controls and transparency for stakeholders
  • Faster closes and smoother audits

Pain points solved

  • Transactions are complex and high-risk
  • Hidden issues in diligence or integration erode value
  • Valuation and compliance challenges create uncertainty

Sub-services

Value delivered

  • Clearer view of value and risk for better deals
  • Strong diligence protects investment and reduces surprises
  • Smooth integrations that capture expected synergies
  • Experienced advisors guiding every step

Pain points solved

  • Manual work replaces higher‑value tasks
  • Static reports hide insights
  • Gut decisions reduce foresight, increase risk
  • Fragmented data and weak systems hinder analytics

Sub-services

Value delivered

  • Data-driven decisions, less risk
  • Time saved and productivity up through automation
  • Actionable insights that surface trends and opportunities
  • Secure, scalable foundation for accurate, integrated data

Pain points solved

  • Underperforming PortCos missing efficiency and growth targets
  • Outdated tech, fragmented data, disconnected systems
  • Heavy lifts for accurate reporting, audits, and capital‑markets prep
  • Resource gaps and weak controls slow execution and add risk

Sub-services

Value delivered

  • Efficient, high‑performing PortCos that satisfy sponsors and boards
  • Strategies delivered, not just designed, through tailored finance and technology solutions
  • Better insights and operational efficiency that drive growth
  • Reliable reporting, smoother audits, and capital‑markets readiness

Pain points solved

  • IPO/SPAC complexity and compliance overload
  • SEC reporting and filing pressures (accuracy, timeliness)
  • Acquisition and carve‑out reporting challenges (ASC 805, standalone FS)
  • SOX control gaps and disruptive audits
  • Disparate systems and global consolidation hurdles
  • Finance/reporting bandwidth and talent gaps

Sub-services

Value delivered

  • Hands-on capital markets guidance for IPO and beyond
  • Compliant SEC reporting and smoother audits
  • Streamlined processes and integrated systems for accurate consolidation and faster reporting
  • Extra bandwidth and expertise to meet public-company demands

Pain points solved

  • Manual, outdated finance and weak controls
  • Limited strategic insight
  • Bandwidth and skill gaps
  • Poor cash visibility and inefficient processes

Sub-services

Value delivered

  • Modern, well‑controlled finance function
  • Better decisions and leaner operations
  • Stronger cash visibility and efficiency
  • Flexible, on‑demand CFO expertise

Pain points solved

  • Generic AI that doesn’t fit or deliver ROI
  • Gut-based decisions, limited foresight
  • Falling behind rapid AI change
  • No end-to-end partner; limited bandwidth/budget
  • Little industry context

Sub-services

Value delivered

  • Tailored AI with measurable ROI
  • Proactive, lower-risk decisions
  • Competitive edge with the latest tech
  • End-to-end support that frees teams

Pain points solved

  • Opaque targets and hidden risks
  • Complex deal execution and coordination
  • Post-close integration and missed synergies
  • Data, reporting, and compliance hurdles (QoE, ASC 805, audit)
  • Talent and bandwidth gaps during transactions

Sub-services

Value delivered

  • End-to-end deal support
  • Lower risk, higher value
  • Faster, smoother integrations
  • Clean reporting and audit readiness
  • Seasoned M&A advisors on demand

Pain points solved

  • Projects stall from poor adoption, weak communication, and misalignment
  • No structure/governance leads to delays and overruns
  • Stakeholders unprepared; change fatigue and resistance
  • Shifting priorities and evolving strategies disrupt execution
  • Training gaps and lost knowledge hinder sustainment

Sub-services

Value delivered

  • On-time, on-budget execution aligned to strategy
  • High adoption with engaged stakeholders
  • Clear governance, communication, and readiness
  • Proven methods with measurable outcomes
  • Sustained results through knowledge transfer

Pain points solved

  • Disruptions, delays, rising costs
  • Inefficient sourcing and supplier management
  • Poor forecasting, inventory imbalance, weak S&OP
  • Manufacturing inefficiency and quality issues
  • Slow, costly fulfillment and logistics
  • No clear strategy, org misalignment, low visibility

Sub-services

Value delivered

  • Lower cost, higher resilience
  • Better forecasts and balanced inventory
  • Faster cycles and higher quality
  • Optimized fulfillment and logistics
  • Data-driven visibility and continuous improvement
  • Scalable model with aligned teams

Pain points solved

  • Manual, outdated HR and weak policies
  • Misfit HR tech
  • HR silos with Finance/IT/Ops
  • Poor workforce planning/visibility
  • Change fatigue, low adoption
  • Complex people work in deals

Sub-services

Value delivered

  • Modern, automated HR with strong controls
  • Better talent outcomes
  • Data‑driven workforce decisions
  • Higher adoption and lasting change
  • Right‑fit HR tech and integrated teams
  • Smooth execution on the people side of transactions

Pain points solved

  • Evolving ESG rules and investor demands
  • Confusing CSRD/ESRS and SEC climate requirements
  • Process/control/data gaps for reliable metrics
  • Limited ESG bandwidth

Sub-services

Value delivered

  • Clear path to compliance
  • Audit-ready, accurate data
  • Efficient, tech-enabled reporting
  • Lower regulatory risk
  • Strong adoption and alignment
  • Flexible resourcing

Pain points solved

  • Sudden turnover or hiring delays create gaps
  • Critical roles unfilled; reporting and FP&A stall
  • Knowledge loss from poor handoffs
  • Missing senior finance leadership
  • Quality and oversight risks in daily ops

Sub-services

Value delivered

  • Rapid backfill by experienced talent
  • Seamless knowledge transfer and training
  • Director-level oversight and quality
  • Quick wins and process improvements while stabilizing operations

Pain points solved

  • Routine finance work crowds out strategy
  • Slow close and unreliable numbers
  • Bandwidth gaps and missing senior finance leadership
  • Fragmented AP/AR, treasury, and reconciliations
  • Weak FP&A, budgeting, and cash forecasting

Sub-services

Value delivered

  • Faster close with accurate, timely financials
  • Flexible, scalable support without FTE commitment
  • Better decisions via stronger FP&A and cash visibility
  • Veteran-led execution you can trust


What sets us apart

Fanatical hospitality

We're more than consultants — we're responsive, proactive partners who remove friction at every step.

Elite, engaged teams

Big 4 alumni and industry veterans who deliver not just expertise, but passion for results.

Efficient by design

Agile teams, fast ramp-ups, and zero wasted complexity.

Hands-on execution

From strategy through implementation, we stay until the job's done right.

Built for continuity

Low turnover means consistent expertise and lasting results.

Let's solve your most urgent
business challenges

Reporting deadlines | Tight timelines | Bold moves | Big changes|Reporting deadlines | Tight timelines | Bold moves | Big changes

Whatever your next initiative, Embark helps you achieve faster, better results - with a partner you actually enjoy working with.

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Get the insights business leaders rely on

From guides and checklists to podcasts, our resources help you prepare
for audits, optimize cash flow, and prepare for IPOs with confidence.

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The Definitive Guide to Financial Audit Preparation

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Inside the One Big Beautiful Bill Act: US GAAP, Tax, and Reporting Implications

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NetSuite for
SaaS Companies

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M&A Guide: Key Steps for a Seamless Financial Integration

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See all resources

Ready to see ho Embark can help?

Get personalized guidance without long contracts or bloated fees. Whether you're tackling an IPO, optimizing operations, or solving finance challenges, we’re here to help.

  • Connect with an advisor
  • Pinpoint key challenges and solutions
  • Get a clear path forward

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Every Embark solution starts with a conversation. An experienced consultant is ready to text. Really.