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CFOBPO

Resources

Insights, Tools & Industry Knowledge

We share insights and practical tools from over 35 years of experience in corporate finance, accounting, and operational advisory — helping businesses make informed decisions and scale with confidence.

The Great Private Equity Traffic Jam: 33,575 Companies and Nowhere to Go

Private equity’s exit backlog is reshaping portfolio strategy. Mark Cushing explains how extended holds can become an opportunity for long-term...

Quality of Earnings: What Private Equity Really Does Before and After the Deal Closes

Quality of Earnings goes beyond pre-deal due diligence. Mark Cushing explains how QoE helps private equity buyers assess risk before...

Organizational Alignment: Getting Every Department on the Same Page and Keeping Them There

Learn how organizational alignment helps companies improve execution, strengthen collaboration across departments, and achieve better business results...

The First 100 Days: Why Portfolio Companies Need a Fractional CFO Before They Need a Permanent One

The deal closed. The model looked good in diligence. The management presentation hit every value creation lever your investment committee...

Rescuing a Failing Budgeting Process: Redesigning a Broken Model with Driver-Based Forecasting

This case study explains how a failing budgeting process was rebuilt by shifting from assumption-based planning to a driver-based forecasting...

Improving Internal Controls: Turning Accounting Chaos into Structure, Accountability and Results

This article explains how organizations can transform weak or chaotic accounting environments into structured, accountable and reliable finance functions. By...

Case Study: Converting from QuickBooks to Microsoft Dynamics Great Plains for a Property Insurance Company

This case study outlines how a mid-sized property insurance company successfully transitioned from QuickBooks to Microsoft Dynamics Great Plains. Through...