Valuation Myth
Valuation models are useless unless they are buyer specific! Let’s look at the ingredients of most CPA type valuation models. Discussions with management regarding the history and future of the company. Historical financials and future projections of Profits and...
Trigger Points
As the CFO of a lower middle market business with say Revenue in the $50m to $250m, what are your trigger points that keeps the sales function honest? In almost all industries the Book to Bill ratio is unreasonably important. You could be in niche manufacturing,...
Simplify Your Thinking
As we scale our portfolio companies the thought of Simplicity vs Complexity came to mind this week. Entrepreneurs, private company owners, and C-Suite execs, however you see yourself, I’m seeing the same mistakes over and over again. You are making life way too...
Lessons for Owners – Refreshing Your Operating Model
McKinsey published an article in August last year titled “How to get your operating model back on track”. So, I’d like to summarize their findings first in the context of the lower middle market. I’ll then share a practical version of an...Operational Excellence For Exits
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