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
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
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
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
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