Blog
Insights for Operators & Sponsors.
Practical notes on PE advisory, fractional CFO work, and the reporting stacks that support real decision-making — written from inside the work, not from the outside.
PE Advisory
April 13, 2026
10 min read
Why Your Portfolio Company Needs a Fractional CFO (Not Another Controller)
Most portfolio companies in the $20–150M revenue range have a capable controller and no CFO. The gap shows up in investor reporting, strategic modeling, and exit preparation. Here is what a fractional CFO actually delivers in the first 90 days, and how to decide between fractional and full-time.
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Automation
April 9, 2026
11 min read
The Modern PE Reporting Stack: From Spreadsheets to Real-Time Dashboards
The monthly 60-page Excel board pack is dying. Here is what a modern reporting stack looks like end to end, the metrics sponsors want in real time, realistic implementation timelines, and what actually changes when month-end reporting compresses from three weeks to three days.
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PE Advisory
April 6, 2026
10 min read
Quality of Earnings: What PE Sponsors Actually Look For (And What Kills Deals)
QoE is not an audit. It is a forensic read of revenue durability, margin sustainability, and management credibility. Here is what sponsors actually test, the red flags that kill processes, and how to prepare a finance function six to twelve months out.
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PE Advisory
April 2, 2026
9 min read
5 Finance Quick Wins That Boost EBITDA Before Exit
The EBITDA you walk into a process with is not the EBITDA you end up defending. Here are five moves — revenue recognition, expense reclassification, working capital normalization, add-back documentation, and run-rate methodology — that materially shift the enterprise value bridge without inviting a quality-of-earnings haircut.
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