A Business Guide for the Private Equity Portfolio Company CEO


Succeed in Delivering Growth, Profitability, and Sustainable Cash Flow

With forecasting, planning, and analytic capabilities as fundamental ingredients, we believe CEOs should focus on aligning their executive teams around four core practices: Strategy and business model alignment; enterprise prioritization and business planning; organizing for action and scale; and performance and progress monitoring. 

In this guide you will learn how to:

  • Identify and track key performance indicators (KPIs) for rapid growth
  • How to use FP&A to make actionable and strategic decisions
  • Reframe FP&A in the CEOs perspective
  • How to build a financial reporting system that scales with you


Continuity of context with a full and deep picture of what’s going on across the entire organization goes a long way in creating the environment and culture to foster the right behaviors – from the CEO, to the executive team, to the front-line employees. Download the guide below.

Download the whitepaper today.


“We are excited to share that we have acquired Global PMI Partners’ US division.” Read the full announcement here