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Accelerate Integration. Elevate Reporting. Deliver Results

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We support private equity and finance leaders navigating complex M&A, ERP transitions, and FP&A demands

From private equity acquisitions to ERP implementations, we bridge the gap between financial complexity and operational clarity. Whether you're integrating a newly acquired business, preparing for diligence, or standing up investor-grade reporting—our team brings the financial and technical expertise to get you across the finish line with confidence.

01.

Are you under pressure to integrate a recent acquisition quickly—but don’t have the internal bandwidth to do it right?

02.

Is your ERP system slowing down decisions instead of supporting growth?

03.

Do you have the right financial insight to support investors, lenders, and strategic decisions—when timing matters most?

When the Stakes Are High, These Issues Can’t Be Ignored

About Tanner & Holland

At Tanner & Holland, we specialize in maximizing engagement value and solving complex business challenges with confidence and clarity.

Tanner & Holland delivers high-impact advisory services with the same expertise as top firms, but at accessible rates. Since 2021, we've helped investors and companies maximize value through selective, focused partnerships. Our lean, client-first approach ensures tailored solutions and measurable results.

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Our Previous Clients

Private Equity Integration & Financial Transformation

We lead the financial integration of newly acquired portfolio companies—quickly aligning them to parent-level expectations for reporting, forecasting, and governance. Whether you need interim finance leadership, expanded bandwidth, or hands-on execution, we embed experienced professionals who drive Day 1 readiness and long-term transformation. From building reliable cash forecasts to standardizing accounting and tax policies, we ensure sponsors and boards receive timely, transparent financial insights from Day 30 through exit.

Finance Leadership & Execution Capacity

Integrated Reporting 

Standardized Financial Operations

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Technology Integration & Digital Transformation

We help businesses confidently navigate digital transformation through smart technology and innovation. Our team ensures secure, efficient, and future-ready solutions that drive sustainable growth.

Key areas of impact include:

Seamless ERP implementation and system integration

Data-driven strategies and intelligent automation

Robust cybersecurity solutions for long-term resilience

Financial Advisory & Transformation Services

With deep Big-4 expertise in Finance and Technology, our team empowers businesses to elevate performance and efficiency. We transform systems and processes to drive impactful, lasting change.

Key areas of impact include:

Optimize finance and technology functions

Transform systems and workflows end-to-end

Strengthen business structure and scalability

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Contact us

Client Feedback

What Our Clients Say

James Whitaker

Managing Partner, Crestview Capital

"Tanner & Holland delivered results from day one. Their ability to quickly assess our operations and implement high-impact changes significantly improved our EBITDA within months"
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