Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • Private Equity Playbook: Help Your PE Firm Win Big

    Private Equity Playbook: Help Your PE Firm Win Big

    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

    Download
  • 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

    Read Article
  • 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..

    Read Article
  • 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.

    Read Article
  • [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.

    Read Article
  • 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.

    Read Article
  • Destination Manila: Outsourcing F&A to the Philippines

    Destination Manila: Outsourcing F&A to the Philippines

    If you are considering outsourcing to the Philippines, you probably have a slew of questions and a number of concerns. This Special Report will tell you everything about FAO in the Philippines.

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

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

    Read Article
  • Outsourcing Step-by-Step: Taking The Mystery Out of Outsourced Accounting

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

    There's something especially frustrating about a lack of transparency when you're working in a B2B space. There's a long history of vendors holding their cards close to their chest while attempting to

    Read Article
  • Top 79 Questions To Ask Your Potential Outsourced Accounting Provider

    Top 79 Questions To Ask Your Potential Outsourced Accounting Provider

    When looking at outsourced accounting, your most important choice will be your partner. We created this 79-question document to show what to ask yourself and your new potential partner at the start.

    Download
  • 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 it exists and fighting against it.

    Read Article
  • 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, so you can to fully capitalize on value-added activities.

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

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

    There's a certain moment that we've all had at work, whether the work we do is in the C-Suite or on the front lines of entry-level operations. It's the moment when you go from being the "newbie" to...

    Read Article
  • Remote Working In The Finance Department: How To Harness Offsite Talent

    Remote Working In The Finance Department: How To Harness Offsite Talent

    It seems like a distant memory now, but at this time last year, 3.2 percent of the American workforce was fully remote – that's 4.3 Million people. Fast forward to today, and it's 157 Million.

    Read Article
  • Outsourced Accounting With A Team of One: How FAO Has Evolved

    Outsourced Accounting With A Team of One: How FAO Has Evolved

    It's true that in life, the only constant is change. That certainly extends to the way we collectively do business, whether we experience those changes piecemeal or as a whole.

    Read Article
  • Outsourced Accounting Step By Step Mini-Guide

    Outsourced Accounting Step By Step Mini-Guide

    This simple, end-to-end explanation of the outsourced accounting process guides you through from consideration to program execution for a first-time adopter of outsourced accounting.

    Download
  • Hiring Accounting Talent While Scaling

    Hiring Accounting Talent While Scaling

    When it's time to scale, it's time to celebrate. Consider this: your company has found its place in the market. You've proven the value of what you have to offer.

    Read Article
  • Virtual Accounting Vendor Comparison Spreadsheet

    Virtual Accounting Vendor Comparison Spreadsheet

    The Outsourced Accounting Vendor Comparison Spreadsheet can be used in conjunction with our other interactive tools, or on its own to create a side-by-side snapshot of providers so you can compare.

    Download
  • 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.

    Watch Video
  • Finance & Accounting Decision Matrix

    Finance & Accounting 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...

    Download
  • loading
    Loading More...