Webinar: Strategic Annual Budgeting – From Big Picture Goals to Actionable Plans

Recently, we hosted an insightful webinar on strategic annual budgeting, where we discussed the importance of starting the budgeting process with a high-level offsite meeting to reassess long-term strategic and financial goals. This impactful webinar provided practical guidance on converting broad objectives into short-term tactical action plans, backed by measurable KPIs.

Quick Take: Crain’s Chicago Business Interviews E78 CEO, John Signa

E78 Partners Founder and CEO, John Signa sat down with Crain’s Chicago to talk about budgeting and planning season and how E78 can support organizations, how technology plays an important role with forecasting and budgeting, what differentiates E78 from other organizations, a successful business case where E78 significantly impacted the bottom line, and more. Listen […]

5 Steps to Prepare your Organization for a Financial Audit

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. This is not just because of the intricacies and specificities required by the auditing standards but also due to the numerous challenges faced by organizations in the run-up to an audit. These challenges include resource limitations, […]

Podcast: Common Operational Challenges for DSOs

Becker’s Healthcare – Dental & DSO Podcast In this episode, we are joined by Duff Bourassa, managing director of DSO-MSO growth at E78 Partners, to discuss the impact on business operations for DSOs from widespread consolidation and changes in patient expectations, common operational challenges that hinder dental organizations’ financial performance, and more. In this podcast […]

The BP&B Health Check: Your Roadmap to Financial & Operational Excellence

The famous author, Seth Godin wrote, “Change almost never fails because it’s too early. It almost always fails because it’s too late.” Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. To guarantee they remain on the […]

Understanding Quality of Earnings (QoE) Lite

When it comes to mergers and acquisitions (M&A), the path to success is often illuminated by a clear understanding of a company’s financial health. Enter the concept of Quality of Earnings (QoE), a beacon of insight that reveals the genuine financial landscape before a deal is sealed. In this article, we dive into QoE, explore […]

The Importance of a NetSuite Health Check for your Business

From start-ups to enterprises, NetSuite is the number one cloud-based ERP solution for those looking for an agile system to support their dynamic business needs. It is a widely deployed solution that increases productivity, speeds up processes, and promotes better decision-making through increased visibility across siloed business systems.   In fact, NetSuite users report up to […]

Navigating Accounting and Finance Staffing Shortages in Private Equity Backed Portfolio Companies

The landscape of private equity is no stranger to turbulence, with market dynamics and economic shifts often dictating its course. The emergence of the COVID-19 pandemic in 2020 added unprecedented complexities to this environment, disrupting operations, altering investment strategies, and affecting staffing across industries. As economies gradually recover, labor shortages have emerged as a significant […]

Recognizing the Right Time to Enlist an Interim CFO for Your Business Success 

Knowing when to bring in an Interim Chief Financial Officer (CFO) can be a strategic decision that significantly impacts a company’s trajectory. As markets shift, industries transform, and financial demands intensify, the expertise of a seasoned financial leader can be instrumental in navigating the challenges and opportunities that arise. This article delves into the pivotal […]


“Join us for the Actionable M&A Integration Practices to Accelerate Deal Value
June 20th at 2pm EST / 11am PST