Maximize the Value of Your Annual Budget

It is incumbent on the CFO to weigh sponsor expectations against the operational realities of the business.

SURVEY: 94% of PE Professionals Believe ‘Delivery of Management Information’ Key to Portfolio Company CFO Impact

PE’s operating pace and change-oriented formula for value creation often leads to a barrage of quick decisions for portfolio company management teams.

SURVEY: Private Equity Sponsors and Operators Reveal Top Obstacles to Pricing Improvement

Don’t let false obstacles prevent you from smarter pricing strategies.

Optimizing EBITDA With a Systematic Approach to IT Capitalization

Leveraging existing processes was vital.

Drive Superior Lender Relations

Few CFOs strive to truly understand what makes their banker successful.

A Simple Template to Improve Cash Flow Forecasting and Drive Liquidity Awareness

Viewing adjusted EBITDA as a surrogate for actual cash flow can cause both operators and sponsors to miss out on the true liquidity of a business.

SURVEY: Private Equity Firms and Portfolio Company CFOs Suffer Significant Relationship Rifts

Two specific questions produced jarring evidence of deep-rooted conflict.

Optimize Accounts Payable

While the accounts payable function does not actively generate revenue, improvements in productivity fall directly to the bottom line.

Change Management Amidst a Pivot to a Cloud-Based SaaS Model

Extreme clarity helps identify key contributors and weed out those who will not be “on the bus.”

Maximize the First 100 Days As a PE-Backed CFO

The value of all subsequent action will be heavily impacted by the accomplishments of the first hundred days.