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.

Lead a Faster, More Accurate Monthly Close

Maximizing the productivity of the “pre-close” process will flatten the spike in demands on the team and likely cut days off the cycle time.