In today's business landscape, what propelled your organization to its current position will likely prove insufficient for tomorrow's challenges and opportunities. As leaders in the Office of the CFO, we have observed...more
Let us cut to the chase: In the high-stakes world of middle-market enterprises, innovation is not a luxury—it is survival calculus. Your Multiple of Invested Capital (MOIC) is not just a number on a spreadsheet; it is the DNA...more
The Strategic Imperative of Early Exit Planning -
In the high-stakes world of private equity, the difference between a good and great multiple on invested capital (MOIC) often hinges on meticulous preparation long before a...more
In today's data-driven business landscape, "single source of truth" (“SSoT”) has become the defining standard for trusted, authoritative, consistent, and accurate financial intelligence. As leaders in financial advisory, we...more
Audit readiness begins well before the audit period ends. Or so it should.
But now it is January and maybe the auditors have just started calling with their first round of document requests, anxious to get the ball...more
Private Equity (PE) firms face pressure to deliver strong returns while managing downside risk. This necessitates a focus on performance metrics that measure value creation and overall health. However, the reporting shared by...more
In today's rapidly evolving business landscape, the role of the Chief Financial Officer (CFO) extends far beyond traditional financial stewardship. As organizations strive to navigate uncertainties, seize opportunities, and...more
The office of the chief financial officer (CFO) is a revolving door – as of Q1 2024, CFO turnover has reached the highest level in three years, now only sitting on the hot seat between two and five years. The CFO role has...more
8/27/2024
/ Accounting ,
Automation Systems ,
Business Strategies ,
Capital Raising ,
CFOs ,
Employee Training ,
Financial Planning ,
Internal Controls ,
Know Your Customers ,
Remote Working ,
Risk Management ,
Sustainability ,
Technology
General economic indicators are showing positive movement. Consumer sentiment has rebounded, experiencing a notable increase of 21.7% in January 2024, its highest level since July 2021. Inflation is stabilizing across broad...more
Private capital is traditionally put to work when innovative investors see unique opportunities for transformation. These insights are often uncommon and daring and require business leaders who possess both the functional...more
Investing in growth companies involves the deployment of value-creation initiatives and insightful metrics. Delivering profitable growth and managing the risks of an asset hinges on the ability to make informed, holistic, and...more
In the dynamic landscape of today's business world, the role of the Chief Financial Officer (CFO) has evolved far beyond traditional financial stewardship. As we enter 2024, the CFO is uniquely positioned to take center stage...more
3/12/2024
/ Business Development ,
Business Strategies ,
CFOs ,
Data Collection ,
Economic Development ,
Internal Communications ,
Market Conditions ,
Predictive Analytics ,
Relationship Development ,
Risk Management ,
Shareholders ,
Technology
Any time a regulation is put forth, there is always a level of uncertainty, especially regarding understanding the roles and responsibilities of key business leaders. The SEC’s new cybersecurity final rule means heightened...more
9/19/2023
/ Best Practices ,
Board of Directors ,
Chief Information Security Officer (CISO) ,
Consumer Information ,
Corporate Governance ,
Cyber Incident Reporting ,
Cybersecurity ,
Federal Trade Commission (FTC) ,
Final Rules ,
Incident Response Plans ,
New Guidance ,
New Rules ,
Personal Information ,
Publicly-Traded Companies ,
Risk Management ,
Securities and Exchange Commission (SEC) ,
Webinars
With a labor shortage that is not going away for at least the next two decades, the battle to hire and retain talent will remain in the headlines. Everyone has an opinion about why we have this shortage, why employees leave...more
9/7/2023
/ Debt ,
EBITDA ,
Employee Benefits ,
Employee Retention ,
Equity ,
Hiring & Firing ,
Human Capital ,
Job Applicants ,
Labor Shortage ,
Performance Standards ,
Recruitment Policies ,
SaaS