DIVE BLOG
Insights from the world of private equity, strategic consulting, and business intelligence.
Jay Hernandez of Raymond James: M&A Process Best Practices
Jay Hernandez recently joined the Karma School of Business podcast, sharing his insights into the dynamic world of private equity. In his discussion with host Sean Mooney, Hernandez, an investment banker focused on industrial technology, talked best practices in mergers and acquisitions. He emphasized the importance or preparation, understanding buyer psyche and building trust and […]
What To Do When Your Service Provider is at Capacity
Connecting with a service provider you can trust is like looking for a great dentist. Once you find “the one,” you wouldn’t put your teeth in anyone else’s hands. The same goes for your business. After a successful engagement with a trusted third party, you save a lot of time by contacting them directly the […]
How to find the right-fit interim CFO for your growing business
I get asked a lot of questions about how to build a business, and how to do it with as few headaches as possible. Not that I’ve totally figured it out, but I’ve certainly made my fair share of missteps and gratefully have learned something along the way. From investing, to hiring, to reducing headcount, […]
Common Mistakes to Avoid When Preparing A Company for Sale
After a nearly 20-year career in private equity, I’ve learned to appreciate that it takes just as much work to effectively sell a company as it does to excellently buy a company. It’s also easy to slip up or not pay enough attention to vital steps that could profoundly change the final price upon sale. […]
Top 8 Best Practices for Preparing for a Value Maximizing Sale
In today’s competitive markets, private equity companies and their partners are being forced to pay record-high prices for investments in companies. To generate attractive returns, the private equity companies and their managers must create substantial value after closing. One effective way to create value is by running a highly prepared, efficient, and focused sales process. […]
FEATURED POSTS
Interim CEO Job Description: Skills, Services
Interim CEO services are highly coveted in transitionary economies, such as those experienced during the 2008 housing crisis, the COVID-19 recession and the 2023 bank failures. What works for a chief executive officer under normal circumstances doesn’t cut it when times are especially tough. That’s why private equity firms, their portcos, and private and public […]
Fractional CFOs: What They Do, Why You Might Need an Interim CFO Instead
The chief financial officer is crucial role. But not all businesses can afford – or are ready – for one. One alternative to committing to a full-time (and expensive) C-suite financial executive is a fractional CFO. “The biggest role of a fractional CFO is going to be high-level overview. The business is typically not going […]
Temporary CFO Assignments: Hire the Right Interim
Identifying an interim chief financial officer can be tedious, if not expensive. Companies that don’t know what they’re looking for when they begin their search could spend large sums of money on headhunters and recruiting firms. They can also lose valuable time interviewing unqualified candidates. When hiring an interim CFO instead of a permanent replacement, […]
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