PE-backed CXOs must expertly influence and leverage the fundamental tempo of a business in order to drive lasting change.
Is Sales Operations Really Needed?
CEO’s ask this question consistently: ‘Can’t the CFO do the Sales Ops job?’ Sales Operations Leaders play a pivotal role in developing and maintaining an efficient…
What Sponsors Want in a Board Presentation
Board meetings should lead to value creation, but too often they don’t.
Mastering the Pre-Diligence Phase of the Acquisition Process
M&A activity is executed in multiple phases. It is critical that the buy-side management team align with their sponsor on the objectives associated with each…
Maximize the Utility of KPIs
Finance chiefs play a crucial role in ensuring KPIs are both reliable and impactful.
Build a Value-Add Relationship Between Sales and Finance
It is incumbent on the finance chief to ensure any incentivized sales behavior aligns with key organizational goals.
Maximize the Value of Your Annual Budget
It is incumbent on the CFO to weigh sponsor expectations against the operational realities of the business.
Design a Compensation Plan to Maximize Results and Alignment
CFOs must consider what behavioral guardrails will ensure continued focus on the outcomes most vital to the investment thesis.
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.
Add Value at Monthly Operating Review
A company’s CFO should be its single-most objective employee.