Risk Advisory Services

If you’ve got an aggressive vision for growth, it’s never too soon to start thinking about being proactive. Going public, undergoing a transaction, or any other start of big-picture goals goes a lot smoother when you have a strong foundation in place. Plus, you’re ready when regulatory requirements introduce new complexities on how you manage risk.

Risk is about more than what’s in front of you today. Centri’s team creates a strategy that addresses what you need now, but also works toward the goals you have. Your risk management can be a key component in preparing for an M&A, capital raises, or market expansion. We believe effective risk advisory connects to your business goals. 

How does your partner see risk? Is it just about frameworks and compliance? Or is it about also creating a risk environment that is both effective and efficient for you? Centri’s team focuses on alleviating the components of risk that slow your business down and burn out your team, while also creating a personalized strategy that aligns not only with your risks, but also your goals.

Also look for other signals that indicate you’re working with a high-caliber team. This includes hands-on experience across industries or an award-winning team. Centri has both, and a network of offices across the U.S., giving you access to a wide range of resources on demand. 

A few risks we’ve seen include hidden technical or cybersecurity debt, failing or absent IT general controls, gaps in regulatory compliance, over-reliance on key individuals, or an ungoverned AI tech stack. Centri can help you address them proactively, though, so you’re prepared to sell, and we can help you translate that risk management in a way that proves the value of your business to potential buyers.

In our experience if you’re thinking about either consider starting a year to a year and a half early. This gives you time to run diagnostics, focus on remediation, and then also assess the effectiveness of those changes. Time is necessary in order to test and understand how controls are operating. We also find that external auditors generally require anywhere from 2 to 4 quarters of evidence. Factors like your IT infrastructure, company growth stage, or resources can also add complexity and have an impact on what time frame is right for you.

Integrating your acquisition without a clear understanding of its underlying tech debt, cybersecurity gaps, or culture-driven compliance risks can reduce the value you get from the deal. Plus, the work of managing and integrating risk management between the two teams on top of the day-to-day work can put immense strain on your team’s resources. This is where having a risk advisor can help. Centri has experience in all facets of M&A deals, and we can help you figure out the right-sized strategy based on your unique situation.