Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • Private Equity Playbook: How to Use Outsourcing to Win Big

    Private Equity Playbook: How to Use Outsourcing to Win Big

    Compete 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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  • 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. Learn some tips on this PE guide to improve EBITDA margins.

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  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    How Private Equity Firms Add Efficiency Without Adding to Headcount

    The private equity landscape has become increasingly crowded. These are the best ways to add efficiency to your PE firm inexpensively.

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  • Joining a Private Equity-Backed Company as Their CFO

    Joining a Private Equity-Backed Company as Their CFO

    If you’ve ever moved from a large corporation to a smaller company, say a startup, or even a mid-sized company, you know how different the role of the CFO can be in various environments. Find out how.

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

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

    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. Get our accounting on PE firms infographic.

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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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  • Destination Manila: Outsourcing F&A to the Philippines

    Destination Manila: Outsourcing F&A to the Philippines

    🇵🇭 Expand your operations with Philippines outsourcing! Explore cost savings & skilled talent across functions. Report inside.

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  • Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 101

    Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 101

    This guide is your one-stop shop to mastering finance & accounting outsourcing. Free up your time, focus on what you do best, and boost your bottom line. Learn more!

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  • Outsourcing Step-by-Step: Taking the Mystery Out of Outsourced Accounting

    Outsourcing Step-by-Step: Taking the Mystery Out of Outsourced Accounting

    Go beyond cost savings. We made this guide to help debunk all the mysteries surrounding outsourcing. Achieve Increased efficiency, access to global talent, and faster growth today.

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  • Top 79 Questions to Ask Your Potential Outsourced Finance Provider

    Top 79 Questions to Ask Your Potential Outsourced Finance Provider

    When looking for outsourced finance, your most important choice will be your provider. Don't get stuck with the wrong one! Get expert tips on what to ask before you sign on the dotted line.

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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

    Safeguarding investor data, portfolio company records, sensitive transactions, and more is crucial for PE firms. Learn proven strategies to secure your deals and protect your reputation.

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  • Personiv Outsourcing Cost-Savings Calculator

    Personiv Outsourcing Cost-Savings Calculator

    This calculator will help you zoom out for a big picture view of the real-world cost savings available to you when you partner with Personiv. Fast & free!

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  • The Trouble with Tribal Knowledge: How to Document Your Accounting Process

    The Trouble with Tribal Knowledge: How to Document Your Accounting Process

    Tribal knowledge can be a big problem – especially for accounting departments if you don't know how to spot it, capture it and correct it. Uncover & leverage hidden knowledge for smarter decisions.

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  • Remote Working in The Finance Department: How to Harness Offsite Talent

    Remote Working in The Finance Department: How to Harness Offsite Talent

    Unlock the hidden potential of your financial team! Learn how to manage and overcome the specific challenges of remote working in the finance department.

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  • Outsourced Accounting with a Team of One: The Finance & Accounting Evolution

    Outsourced Accounting with a Team of One: The Finance & Accounting Evolution

    Is your finance team stuck in the dark ages? Time travel to the future of efficiency and expertise with an adequate outsourcing solution. Get started today!

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  • Outsourced Accounting Step by Step Mini-Guide

    Outsourced Accounting Step by Step Mini-Guide

    Discover how outsourced accounting can help you in our step-by-step guide. Go from consideration to program execution for a first-time adopter.

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  • Hiring Accounting Talent While Scaling

    Hiring Accounting Talent While Scaling

    Build the perfect accounting dream team for your scaling business. Read our expert guide and unlock your growth potential today!

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  • Virtual Accounting Vendor Comparison Spreadsheet

    Virtual Accounting Vendor Comparison Spreadsheet

    Tired of searching for the right partner? Our tool makes it easy! Compare features, see pricing, and boost your efficiency with the best vendor match. Start comparing today!

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  • Finance & Accounting Support1:02

    Finance & Accounting Support

    Sourcing talent in a scarce accounting talent market is expensive and can feel never-ending. We’ll take finding, training and retaining skilled GAAP-compliant professionals off of your to-do list.

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  • Finance & Accounting Decision Matrix

    Finance & Accounting Decision Matrix

    Free yourself from financial chaos! Explore our guide to deciding the right accounting tasks to outsource for ultimate peace of mind.

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