Exit Readiness Is an Operating Capability,

Exit readiness starts long before a sale process. Yet many PE-backed companies don't uncover gaps in their financial data until inconsistent reporting shakes the board's confidence or diligence questions surface them at the worst possible time.

Join Dan Irwin, CFO of SmartMoving, and Tate Cook, Sr. Director of FP&A at Mainsail Partners, to learn how CFOs and PE sponsors can build a reliable data foundation early in the hold, put that data to work with AI across the business, and stay prepared for diligence without a last-minute scramble.

Drawing on their experience from both sides of the table, they'll share how SmartMoving built its financial data foundation, how a lean finance team scaled through automation instead of headcount, and how Mainsail makes data infrastructure part of the value creation plan.

In the session, you’ll learn:

• Where to start: Identify and address the financial data gaps that create reporting inconsistencies and diligence challenges.
• How to build the foundation: Make trusted data and consistent reporting part of the value creation plan, even before a finance leader is in place.
• How to do more with less: Use automation and AI to make recurring finance workflows repeatable without adding headcount, and validate the outputs before you rely on them.
• How to put data to work: Give teams beyond finance, including sales, trusted data to prioritize expansion and make better decisions.
• How to stay exit-ready: Use the same foundation that runs the business to answer diligence questions faster and support valuation at exit.