About

Hello, I am Kristian Wosik.Over roughly the past 5 years, I have worked across the accounting and finance realms as an investment banker and a CPA in transaction advisory services rolesIn 2022, I began wondering, “why am I working so hard to make other people’s dreams come? What if I created for myself or my family?”In 2023, I was given an opportunity that allowed me to do just that: transition into my family's manufacturing business and create this site (finally)You can think of me as the guy who took “The Road Not Taken” by Robert Frost a little too seriouslyNow, I am starting the next chapter in my life as the incoming head of finance of my family’s third generation hydraulic manufacturing company as well as pursuing some asymmetrical bets:• Career and Business Advisory – where my schedule permits, I am happy to provide both career and business advisory. See the respective advisory pages for more detail• Writing online - follow me on LinkedIn and Twitter

Kristian Wosik

Career Advisory

Let me help you ace your interview!Are you looking to transform your career by getting into a more rewarding accounting and finance role but have struggled to land that final offer?I have helped many of my friends land offers in investment banking, and transaction advisory services coming from a variety of non-target rolesNow I am ready to help anyone who is reading thisBesides investment banking and transaction advisory services, I have also successfully navigated myself and others across the interviewing processes for private equity, restructuring and corporate development rolesPlease check out my Calendly below and book a time with meDisclaimer:Yes, it costs money to work with me AND it is worth every pennyI have helped many personal contacts pivotor get a better role (pay, industry, etc.) and I am ready to share my skillsetNote:If it wasn't obvious, I am looking to help post-grads who are already working. University students can book time with me but I highly recommend leveraging your school's resources and alumni network before we have a discussion

Business Advisory

My goal is to provide value by leveraging my skillset to small/medium businesses, lower middle-market private equity firms, lenders, individual investors and even other smaller consulting firmsThe following are a small sample of services I offerM&A Services:
- Succession planning and go-to market readiness
- Operating / deal model creation and updating
- Data room organization and management
- Preparation of financial packages required by a private equity post-closeTransaction Advisory Services:
- Quality of Earnings (buy-side / sell-side)
- Deal model review and red flag reports for buyside quality of earnings
- Tax diligence and review of deal structureValuation:
- Purchase Price Allocations
- Goodwill Impairment Review
- Pricing and payoff analysis for commercial lenders
- Audit review and supportOther:
- Financial statement compilation
- Budget creation and budget-to-actual analysis
- Chart of account review and clean up
- Forecast creationIf interested, let's discuss. Please follow the link to the contact form and I will be in touch

Contact

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