Notes from inside the finance function.
Straight-talking writing for CEOs, not consultants: what readiness actually looks like, what to fix first, and what to expect along the way. The full archive and new posts as they publish live on Substack.
Exit planning from within
Most exit prep starts too late and from the outside. What it looks like to build the equity story, select the right advisors, get a credible data room together, and sort out succession, while you're still running the business day to day.
Exit ReadinessWhy your finance team never gets past business as usual
If every hour is spent keeping the lights on, nothing ever gets built. What it takes to give a finance team room to upskill alongside BAU, so it becomes an enabler of growth rather than a department you're waiting to outgrow.
Finance TeamThe deal isn't done at completion
Post-deal integration, value creation plan preparation, and the discipline of making sure the strategy you signed up to is actually one the business can execute, not just one that looked good in the data room.
Post-Deal