What Private Equity Sponsors Expect From Their CFOs

What an executive learned about what it takes to be CFO of a private equity-backed company.

4 Steps to A Better KPI Strategy

Strong KPIs form the backbone of strategic planning. Evaluation, accessibility, and iteration are key to maximizing these benchmarks

4 Underused KPI Types You Should Track

Tackling difficult-to-track metrics for maximum success

4 Ways to Better Leverage Your Sponsor and Board

To drive value creation efficiently and expeditiously, maximize the resources available to you

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.