PE-backed CXOs who stabilize their function gain the credibility and knowledge needed to amplify their impact. Subjects in Financial Management include Controllership, FP&A, Lender Relations, Taxes and related topics.
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.”