Mastering The PE Journey

Metrics, Finance Leadership, and the Road to a High-Value Exit

• What founders don’t expect in their first PE partnership—and how to prepare 12–24 months ahead.
• What “diligence-ready” really means: beyond clean financials to systems, metrics, and reporting rigor.
• How to build a scalable finance function: hiring the right CFO, defining core metrics, and creating a single source of truth.
• How strong finance infrastructure boosts exit value—and how messy data can cut 10–15% off enterprise value.