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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
From Investor to CFO: Navigating Operational Challenges
02:57 • 24min
Challenges and Strategies for a CFO in a Private Equity-backed Company
27:22 • 11min
Exploring Quality of Earnings Reports in Private Equity Deals
38:14 • 5min
Preparing a Business for Sale: The Importance of Data Organization and Documentation
43:10 • 6min
Advice on Transitioning to a Role as a PE-Backed CFO
49:40 • 6min