FinFactor: Expert Insights for the CFO

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

Blaine Bertsch Season 2 Episode 37

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0:00 | 34:30

In this episode of FinFactor, host Blaine Bertsch sits down with 35-year CPA and M&A expert Holli Moeini to uncover the "crime scenes" that destroy deal value for mid-market companies. While many CEOs focus solely on revenue, Holli explains why the office of the CFO must look deeper into operational details, human judgment, and the "romance" between the P&L and the balance sheet to secure a successful exit.


Blaine and Holli discuss why 70-80% of businesses fail to sell and how proactive cash flow forecasting, GAAP-compliant records, and strategic "add-backs" can bridge the gap between a standard multiple and a premium valuation. Whether you are on the buy-side or preparing for an eventual sale, this conversation provides a roadmap for navigating working capital hurdles, managing earnouts, and building a finance function that commands trust during due diligence.

Dryrun is a powerful forecasting tool that helps CFOs eliminate manual spreadsheets and model complex cash flow scenarios with total clarity and control at dryrun.com.


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