Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • Looking For a New AP Clerk? Here Are Your Options

    Looking For a New AP Clerk? Here Are Your Options

    The accounts payable (AP) function of any organization's finance department is something of an inevitability: there are always going to be bills to pay. Read more on how to build an efficient AP team.

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  • Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Here's a confession: we've been working on something behind the scenes here at Personiv. There's nothing new there – since we're always operating under the maxim that "anything can be improved"

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  • [Infographic] Outsourcing: Private Equity's Back-Office Efficiency Secret

    [Infographic] Outsourcing: Private Equity's Back-Office Efficiency Secret

    Think you need to hire? Maybe not. Private Equity firms can use outsourcing to gain efficiency in their back-office teams without the cost of hiring.

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  • 2020 Private Equity Playbook

    2020 Private Equity Playbook

    To compete, you have to go in with a playbook that capitalizes on the strengths of your team, considers the deal from every angle and continuously moves key players into position across your portfolio

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  • Head in the Clouds: Why Using a Cloud-Based Accounting Software Improves Productivity

    Head in the Clouds: Why Using a Cloud-Based Accounting Software Improves Productivity

    Today’s finance and accounting teams face challenges ranging from scarce talent to inefficient processes. But one of the main issues facing accounting departments today is disparate systems, aging...

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  • Using FAO to Improve EBITDA Margins in Portfolio Companies

    Using FAO to Improve EBITDA Margins in Portfolio Companies

    Keeping margins as wide as possible is a core element to the success of portfolio companies in the private equity (PE) model. The ability to acquire an asset and turn it from a low-to middling-perform

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  • Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Picking up a new asset company to add to your private equity portfolio represents an exciting opportunity for growth. Before that growth can be actualized, however, there's a number of steps to take.

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  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    How Private Equity Firms Add Efficiency Without Adding to Headcount

    In 2020, the private equity landscape has become increasingly crowded. Aggressive growth over the past five years has resulted in fierce competition as dry powder piles up and more players enter the..

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  • F&A Decision Matrix

    F&A Decision Matrix

    Finance leaders today have two shortages they’re constantly required to contend with: TALENT and TIME. Scarcity and churn among qualified accounting professionals only serve to compound the...

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  • Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands

    Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands

    In 2020, every industry has reason to concern itself with cybersecurity, and that includes private equity. Reducing the risk of a data breach means acknowledging that as new technologies are...

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  • Desktopping | FAO 1010:32

    Desktopping | FAO 101

    Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?

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  • Finance & Accounting Outsourcing 101

    Finance & Accounting Outsourcing 101

    BPO is by no means a new concept, but it's been changing in tandem with the rest of the business landscape. We're going back to basics with an updated crash course in FAO (F&A Outsourcing).

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  • Finance & Accounting Talent Market Outlook

    Finance & Accounting Talent Market Outlook

    We conducted a study to find out how accounting leaders across the country feel about the state of qualified accounting talent and how they plan to cope with the shortage. Do you agree?

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  • 1-to-1 Resource Allocation | FAO 1010:40

    1-to-1 Resource Allocation | FAO 101

    This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn about the difference between fractional resource

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  • Spotlight on Manila: If I Outsource My Accounting Processes, How Talented Will My Team Be?

    Spotlight on Manila: If I Outsource My Accounting Processes, How Talented Will My Team Be?

    You might be considering outsourcing some of your accounting tasks, but are worried about the qualifications of offshore talent. I take great pride in building high-performing teams that exceed

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  • Making Your Mark: Improving Accounting Processes Without Breaking What Works

    Making Your Mark: Improving Accounting Processes Without Breaking What Works

    If you're a CFO that's moved into a new role – through headhunting, traditional hiring processes, or through a recent promotion – you can expect at least one thing about the transition

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  • Outsourcing vs Offshoring | FAO 1010:37

    Outsourcing vs Offshoring | FAO 101

    You may be wondering if the BPO terms ''Outsourcing'' and ''Offshoring'' mean the same. Although they might sound similar, they have a distinction that gives them a unique take on BPO

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  • CEO David Lesniak on Sourcing and Securing Hard-to-Find Accounting Talent

    CEO David Lesniak on Sourcing and Securing Hard-to-Find Accounting Talent

    It’s no secret: there’s a talent accounting shortage in the United States. Between automation, changing regulations, and the looming mass retirement of CPAs, the talent pool is diminishing.

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  • [Checklist] Everything You Need to Do Before You Start Outsourcing

    [Checklist] Everything You Need to Do Before You Start Outsourcing

    You've made the decision, but there are a few things you'll need to do before you start outsourcing. Download our checklist to keep as a quick reminder of everything you'll need to do to get started.

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  • The Automation Era: Will Accounting Teams Become Obsolete?

    The Automation Era: Will Accounting Teams Become Obsolete?

    Businesses today are undergoing rapid transformation with advancement in the world of technology and communication. Finance and accounting departments across the globe are exploring the current...

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