Jon Danielson
Experienced CFO sharing insights on priorities as a PE-backed CFO and lessons learned from a recent sale process.
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Jul 8, 2024 • 56min
Exit Readiness as a PE-Backed CFO
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.
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