Resources
Not thought leadership. Working documents, pulled from real engagements and stripped of client detail. Tell us where to send one and it arrives from a person, not a drip campaign.
Pulled from real engagements and stripped of client detail. Tell us where to send one and it arrives from a person, not a drip campaign.
The same structure we stand up inside client engagements: a rolling weekly view built to be refreshed, not rebuilt.
InsideFor CFOs and controllers who need a real cash view standing this month.
Send it to meWhat belongs in the pack, in what order, and what to cut: drawn from the reporting we install at PE-backed companies.
InsideFor CFOs walking into a board cycle that keeps going sideways.
Send it to meExit readiness is a standing state, not a scramble. This is the gap list we run before a process starts.
InsideFor owners and sponsors twelve to twenty-four months from a process.
Send it to meThe sequence for a new seat: what to assess, what to stand up, and what to promise the board. In that order.
InsideFor CFOs stepping into a new seat, and the sponsors who put them there.
Send it to meEach of these is the starting point of a build we do for clients. If you'd rather have it running than have the document, that's the conversation.
Each one runs on your own inputs and hands you a readout worth keeping. Every result can travel into the conversation with you.
Six questions a senior operator would ask in the first meeting. Ninety seconds, scored live, and the readout is yours.
For leaders who suspect the function sees less than it should.
Run the diagnostic →Eighteen statements, answered separately by every seat at the table. The spread is the finding.
For CEOs who believe the team agrees, and want to know for sure.
Run the index →Ten choices, four styles: why the same board pack lands four different ways, and how to present to your opposite.
For anyone who presents numbers to a room they need to move.
Find your style →What the close costs, what the cash cycle holds, and where your close stands against the published bar. Your inputs, live math.
For operators who want the number, not the pitch.
Run your numbers →Five situations, five first moves. Pick the one in front of you and see the playbook.
A raise. A new seat. An exit. A deal just closed. Growth outrunning the systems. Each one mapped: what breaks, what we do, the first 90 days.
For leaders facing a moment for the first time. We aren't.
See the scenarios →Tell us which one you're picking up and what it's for.
Start the ConversationTell us where you sit and what's in front of you.