Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • From Planning to Execution: IPO Winning Strategies

    From Planning to Execution: IPO Winning Strategies

    To unlock the secrets behind IPO winning strategies, we spoke with Jayson Noland, who revealed the key tactics CFOs use to navigate the complex IPO landscape. Tune in to unlock IPO success.

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  • The Ledger No. 39: Private Equity Talent

    The Ledger No. 39: Private Equity Talent

    On this week’s entry, we’re diving into the topic of private equity and how talent is the focus in today’s market. Read on to explore how midsize companies can increase efficiency.

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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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  • 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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  • Private Equity-Backed CFO Strategies for Finance Transformation

    Private Equity-Backed CFO Strategies for Finance Transformation

    Drive financial success in private equity. Discover essential strategies for transformation, aligning long-term goals, engaging stakeholders, and leveraging technology. Click now!

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  • Ask the CFO: How Can I Step Away From Work as a Busy CFO

    Ask the CFO: How Can I Step Away From Work as a Busy CFO

    How can I step back from work as a CFO when so many projects and people are depending on me?

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  • The ESOP Plan Effect: Empowering Employees and Transforming Businesses

    The ESOP Plan Effect: Empowering Employees and Transforming Businesses

    Today, we dive deep into the world of employee stock option plans, also known as ESOPs. Our guest unpacks how this unique model transforms employees into business owners, and more.

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  • Transforming the Four FP&A Key Pillars for Business Success

    Transforming the Four FP&A Key Pillars for Business Success

    In this episode of CFO Weekly, Carl Seidman, Interim CFO & Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business. Read on.

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  • Training FP&A Skills to Finance Teams and Business Leaders

    Training FP&A Skills to Finance Teams and Business Leaders

    Learning FP&A is difficult, especially if you try to master it yourself. Ideally, you need skillful & experienced mentors to guide you along the journey. And that's just what we got for you. Read on.

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  • Five Reasons Why Choosing the Right Finance KPIs Really Matters

    Five Reasons Why Choosing the Right Finance KPIs Really Matters

    KPIs allow you to check the financial health of your business, identify opportunities to improve & track progress. This is why Measuring the appropriate KPIs is essential. Learn all you need to know.

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  • 5 Skills Accounting Firms Need to Thrive in a Post-Pandemic World

    5 Skills Accounting Firms Need to Thrive in a Post-Pandemic World

    As firms ramp up to meet the demands of a shifting economy, finance professionals will need to rethink their post-pandemic accounting skills and how they can provide value-added services. Learn more.

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  • The Ledger No. 41: Modern Venture Capital

    The Ledger No. 41: Modern Venture Capital

    We’re diving into the topic of venture capital and how to take your business from a startup to an established company. Read on to find out how venture capital shaped the modern world.

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  • Deciding Between SPAC IPO Versus Traditional IPO

    Deciding Between SPAC IPO Versus Traditional IPO

    Thomas Kramer, the Chief Financial Officer at IonQ, joins us in the next episode of the CFO podcast to talk about SPAC IPO versus traditional IPO. Learn more in this interesting conversation.

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  • Top CFO Thought Leaders to Put on Your Radar

    Top CFO Thought Leaders to Put on Your Radar

    While you’re working your way through our treasure trove of podcast goodness, we wanted to give you a treat: a list of the top CFO thought leaders to put on your radar.

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  • How to Document Your Finance Processes: Future-Proof Your Department

    How to Document Your Finance Processes: Future-Proof Your Department

    AI. Robotic process automation (RPA). Automation. Can your finance processes keep up? Download the guide for future-proof operations.

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  • 6 Key Outsourced Accounting Challenges (And How to Overcome Them)

    6 Key Outsourced Accounting Challenges (And How to Overcome Them)

    Don't let accounting outsourcing challenges hinder your growth. Discover the secrets to streamlining operations, boosting accuracy, and focusing on your business's growth. Get Started Today!

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  • 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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  • Data Security While Outsourcing: How to Ensure That Your (and Your Clients’) Data is Safe

    Data Security While Outsourcing: How to Ensure That Your (and Your Clients’) Data is Safe

    Outsourcing? Take charge of your data security! Explore key considerations and essential steps to minimize risk and ensure your information is in safe hands during collaborative projects.

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  • Ensuring Quality While Outsourcing: Top 5 Rules to Live By

    Ensuring Quality While Outsourcing: Top 5 Rules to Live By

    One of the biggest questions we get from our clients is, “How do you ensure quality?” Learn the dos and don'ts to ensure quality outsourcing with your new provider.

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