CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization.

CFO 52

CFO Cost Management Leverage Planning 52

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. Cost management and operational excellence are critical to sustain value creation, offset delayed exits, and maximize returns. years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

E78 Partners

JUNE 12, 2025

They reduce SG&A waste, capture operational efficiencies, and grow EBITDA through disciplined cost management and integrated platform operations. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. They optimize them.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

E78 Partners

MAY 14, 2025

According to EYs Private Equity Pulse: Key Takeaways from Q1 2025 , 87% of general partners are working with portfolio companies on supply chain impacts, and 75% are prioritizing liquidity and working capital, reflecting a broader trend of cost management that often encompasses IT spend.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. This is where scenario and sensitivity analyses come into play.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. The mandate is clear: rapidly create value, manage risk, and prepare for a profitable exit. This is where scenario and sensitivity analyses come into play.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52