

PE-backed NY Dinner - The board pack is due in 10 days
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.