Insights & Articles
Thought leadership on financial trends, market dynamics, and strategic business insights to keep you informed and ahead of the curve.
Featured Articles
The Five Most Common Due Diligence Mistakes (And How to Avoid Them)
Even experienced acquirers make critical mistakes during due diligence. Learn how to avoid the most common pitfalls that can derail deals or destroy value post-close.
Why Every Mid-Market Company Needs a Formal Risk Framework
Risk management is not just for large enterprises. Here's why mid-market companies benefit from formal risk frameworks and how to implement one without breaking the bank.
Strategic Planning That Actually Gets Executed
Most strategic plans end up on shelves gathering dust. Learn how to create strategic plans that drive real action and accountability.
All Articles
The Five Most Common Due Diligence Mistakes (And How to Avoid Them)
Even experienced acquirers make critical mistakes during due diligence. Learn how to avoid the most common pitfalls that can derail deals or destroy value post-close.
Why Every Mid-Market Company Needs a Formal Risk Framework
Risk management is not just for large enterprises. Here's why mid-market companies benefit from formal risk frameworks and how to implement one without breaking the bank.
Strategic Planning That Actually Gets Executed
Most strategic plans end up on shelves gathering dust. Learn how to create strategic plans that drive real action and accountability.
Financial Modeling: The Art and Science of Useful Forecasts
Building financial models that are both technically sound and actually useful requires balancing precision with practicality.
Responding to Market Disruption: A Framework for Leaders
When your market gets disrupted, quick and strategic response is critical. Here is a framework for making smart decisions under pressure.
Valuation Multiples in Context: Why Comparisons Often Mislead
Valuation multiples are useful tools but terrible when used in isolation. Learn how to properly contextualize and apply them.
Operational Excellence as Culture, Not Initiative
Sustainable operational improvements come from cultural change, not consulting projects. Here is how to build a culture of continuous improvement.
Creating Board Reports That Drive Better Decisions
Board reporting is often more data dump than decision support. Learn how to create reports that facilitate strategic discussions.
The Growth vs. Profitability Pendulum: Finding Your Balance
Market conditions change, and so should your growth-profitability tradeoff. Here is how to think about finding the right balance.
Post-Merger Integration: Why Day One Matters More Than You Think
The first day after deal close sets the tone for the entire integration. Here is how to make it count.
Analytics Without Data Quality is Just Expensive Guessing
Companies invest heavily in analytics tools but often overlook the foundation: data quality. Here is why that is backwards.
Building Effective Advisor Relationships: A Two-Way Street
Getting value from advisors requires more than writing checks. Learn how to build productive relationships with consultants, board members, and external advisors.