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

    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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  • 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

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

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  • 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).

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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

    There's something especially frustrating about a lack of transparency when you're working in a B2B space. We made this guide to help debunk all the mysteries surrounding outsourcing.

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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 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.

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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

    Every industry has reason to concern itself with cybersecurity, and that includes private equity. Follow our easy-to-implement tips to reduce the risk of a data breach.

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

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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. Learn the best practices for capturing tribal knowledge.

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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

    Today, 40%t of the U.S. workforce – or 157 Million workers – are working remotely. How does remote working affect the finance department specifically? Read on to learn all about it.

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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

    Read on to learn how companies are engaging with outsourced accounting companies to outsource a team of 1 individual.

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  • 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.

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  • 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. But attracting talent in the finance industry has often proved to be difficult.

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  • 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.

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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

    Finance leaders today have two shortages they’re constantly required to contend with: TALENT and TIME. Strategize and devise a plan when deciding to outsource with our decision matrix.

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