The Finance Mistakes That Destroy Roll-Up Value
A free 60-minute live workshop for founders, CFOs and finance leads of groups past their third acquisition (or heading there fast).
Every acquisition arrives with its own chart of accounts, its own definition of margin, and its own way of reporting. Run three or four of those side by side and the group numbers quietly stop being comparable. Most teams find out at the worst possible moment: mid-audit, mid-debt-raise, or mid-exit.
This is a working session on the five finance mistakes we see most often inside acquisitive groups. We're not going to list them here; seeing them coming is half the value. What we can tell you:
Each one comes with a quick self-test you can run on your own group the same week
One is the sneaky one: most groups are confident they've already fixed it, and most are wrong. It quietly rewrites the gross margins you compare your entities on
One of them, one of your hosts made herself, and it surfaced in the middle of an audit and a major debt raise. She tells that story properly
One is the question your consolidated board pack can never answer about your last acquisition
The last is the difference between owning companies and actually making them better
For each: what it looks like, why it feels harmless, what it actually costs, and what to do instead. Real groups, real numbers, no theory.
Your hosts
Pavleta Pavlova - RIVR8 (formerly PPHF) has spent 10 years running finance for acquisitive groups, the go-to fractional CFO for roll-ups. She teaches the method: how to standardise a chart of accounts across entities while the group stays decentralised.
Dylan Harrocks - PMI Stack builds consolidated reporting infrastructure for groups that grow through acquisition: every entity's numbers pulled into one warehouse, standardised, and visualised. He covers the architecture and closes with a live dashboard demo.
The honest bit: this is a teaching session, not a pitch. You'll be able to do a lot of this yourself afterwards. In the final minutes we show how we build it for groups like yours, and that's the only selling we'll do.
Format: 60 minutes, live on Google Meet, with Q&A. Registration is by application and this first session is free.