Cover Image for PE-backed NY Dinner - The board pack is due in 10 days
Cover Image for PE-backed NY Dinner - The board pack is due in 10 days
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PE-backed NY Dinner - The board pack is due in 10 days

Hosted by Martin Lepka
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New York, NY
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About Event

An invite-only dinner for CFOs at PE-backed companies: what breaks in reporting when a new company comes in on a different ERP — and how the board pack stays credible 10 days after month-end.

Who this is for

CFOs and senior finance leaders at:

  • PE-backed companies managing multiple portfolio companies or subsidiaries


What we'll get into

Four add-ons in, you're running four accounting systems

76% of US buyouts are add-ons. A typical platform four deals in runs four accounting systems, three CRMs, and two payroll platforms — and the CFO spends the first three weeks of every month building the consolidated financials by hand.

QoE finds what your data hides

97% of sponsors expect an always-exit-ready CFO; few operate that way. QoE typically cuts reported EBITDA by 10-20% — and what it finds is almost always data consistency and definition problems, not fraud. Exit readiness is a data property.

Every EBITDA number in the pack can be questioned

Sponsors expect the board pack 10 days after month-end — aggressive ones want 7. If you can't defend the methodology behind a number in a 30-minute call, that number gets a haircut. What a defensible pack looks like underneath.

Four add-ons in, you're running four accounting systems

76% of US buyouts are add-ons. A typical platform four deals in runs four accounting systems, three CRMs, and two payroll platforms — and the CFO spends the first three weeks of every month building the consolidated financials by hand.

Location
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New York, NY
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