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Private Equity Funcast
Exit Readiness as a PE-Backed CFO
Jul 8, 2024
Experienced CFO Jon Danielson discusses shifting from investing to CFO roles, prioritizing operational tasks, emphasizing clean data, and building strong finance teams. Topics include balancing operational and strategic responsibilities in PE-backed companies, restating financials for accuracy, evaluating Quality of Earnings reports, and preparing businesses for sale with organized data and documentation.
55:52
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Quick takeaways
- Moving from an investor to an operating role presents surprising challenges for PE-backed CFOs.
- Shrinking the Quality of Earnings (QofE) is a crucial aspect to consider in preparing a business for sale.
Deep dives
Introduction and Reintroduction of Cassie Ball as a Principal at Parker Gale
Cassie Ball, a principal at Parker Gale, reintroduces herself on the podcast after a break since her first episode as an associate in 2015, emphasizing her role working closely with finance and accounting teams post-investment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode