Ambitious yet Realistic Budgeting: Navigating the Balance

Private equity budgeting can cause tension between sponsors and management, but there are ways to form alignment.

Building a Value-Add Relationship Between Sales and Finance

Creating collaboration is essential.

Maximize Your SG&A Budget for Optimal ROI

How to budget around common concerns and important areas of investment. During budgeting season, SG&A often becomes the target of fiscal cuts. Because these expenses…

Four Tips for Sales Leaders to Increase Forecast Accuracy

Make the Mean Absolute Percent Error (MAPE) your friend to boost accuracy.

Harness Pricing Power to Elevate Portfolio Company Performance

PE funds often acquire businesses with substantial margin for pricing improvement. CFOs must help intelligently capture those opportunities.

Enhance the Efficiency and Impact of Financial Reporting

The reporting rigor associated with a PE-backed opportunity necessitates implementation of several best practices.

Rapidly Repairing a Disorganized Month-End Close

Too many accounting departments are purely reactive in the way they close the books.

Executing a Lead-to-Cash Project at a Highly-Acquisitive Tech Platform

It was a necessary resetting of the base that set the foundation for strong revenue growth.

SURVEY: Nearly Half of PE-Backed CFOs Cite ‘Data Fragmentation’ as Top Challenge

Private equity-backed CFOs who lack an accurate fact base struggle to provide the deep management information required to drive top-quartile returns. Test edit. While establishing…

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.