FinFactor: Expert Insights for the CFO
Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO.
Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand experiences from the front lines of ERP implementations, strategic planning, data management, and financial operations.
Whether you're a CFO in a mid-market company or a fractional CFO, FinFactor offers practical insights, lessons learned, and emerging trends to help you lead with clarity and confidence in today’s dynamic business environment.
FinFactor is Produced by Dryrun: Forecasting Software for the Office of the CFO
Learn more at https://dryrun.com
FinFactor: Expert Insights for the CFO
Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie
Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who improved EBITDA from $500K to $911K and exited for $5.7M, and another who discovered $750K in taxes paid on phantom profit and later secured refunds (including $42K in sales tax) after fixing systems.
You’ll learn how to prep 2–3 years before exit, select meaningful ad backs, accelerate diligence, and present numbers that command higher multiples. They also cover when to move beyond basic bookkeeping, why “speed through diligence” drives close rates, and how stronger controls boost margins and valuation long before you sell.
#ExitPlanning #BusinessValuation #MandA #SellSide #CFOInsights
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Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com
Connect with Jarome at linkedin.com/in/jarome-mckenzie-778177187
Learn about Arrowhead Strategy Group: arrowheadstrategygroup.com
Watch on YouTube: https://youtu.be/0qfx00UkOF0