Brian Reardon
Founder, Principal Consultant of Wider Path Advisors
I help private equity-backed companies improve cash visibility, strengthen FP&A, and build reporting that management teams, sponsors, and lenders can rely on.
Why Wider Path Advisors
PE-backed businesses need financial information that supports decisions, even when systems, reporting, or finance leadership are in transition. That often requires someone who can establish the financial view and do the underlying work.
My 20 years in finance span FP&A, treasury, and capital markets across public companies and private equity-backed businesses. I bring that background to hands-on work inside operating companies, with a focus on clear forecasts, cash visibility, and reporting that management teams, sponsors, and lenders can use.
Wider Path Advisors focuses on practical finance support: reliable forecasts, clear reporting, and models that connect financial results to operating drivers. I build with the internal team and eventual handoff in mind.
Our Expertise
Experience Applied to Portfolio Company Finance
The work combines corporate finance experience with the detail required to make forecasts, reporting, and recurring finance processes function reliably.
At Wider Path Advisors, this extensive experience translates into targeted expertise across several key areas critical for your success.
FP&A and Operating Performance
My experience includes consolidated budgeting, rolling forecasts, long-range planning, and performance reporting for complex, multi-site businesses..
For portfolio companies, that means operating models, profitability analysis, and reporting that connect the outlook to business drivers and management decisions.
Strategic Finance and Financing Support
My background includes long-range planning, valuation analysis, and financial support for acquisitions, divestitures, and financing decisions.
I support portfolio-company teams with financing scenarios, covenant analysis, and financial schedules for sponsor and lender diligence
Treasury and Liquidity
I have administered large credit facilities and commercial paper programs, supported capital markets planning, and analyzed liquidity needs and bank fees.
I apply that experience to cash forecasting, working capital analysis, debt service modeling, and reporting that makes near-term funding requirements visible
Finance Processes and Planning Systems
My experience includes Anaplan and SAP Analytics Cloud implementations, along with financial reporting across multiple accounting and planning systems.
I help teams define requirements, validate reporting logic, and establish documented workflows that support reliable updates and transfer of ownership.
The focus is practical execution: financial information leaders can use and processes the internal team can maintain.
Our Core Values
Apply experience in FP&A and treasury to the business’s specific operating finance needs.
Our Approach
Start with the decisions the business needs to make and the finance work required to support them. Agree on priorities, deliverables, and responsibilities.
Build or repair the forecasts, reporting, and supporting analysis. Work through data gaps and reconcile differences so the assumptions and results are clear.
Establish repeatable update routines, document the work, and transfer ownership to the internal team. Engagements can range from focused projects to interim finance leadership.
The goal is clearer financial visibility and a finance process that continues to work after the engagement.
