The CFOs Role in Transaction Readiness - CFO Knowledge Network

CMG Managing Partner, Ramsey Goodrich, will lead a dynamic discussion at the CFO Knowledge Network about “The CFOs Role in Transaction Readiness”.

The event will explore the considerations that need to be addressed by the CFO for any company preparing for a sale or raising additional capital. Topics to be addressed include:  

• Developing a compelling business case and financial projections to attract potential investors or buyers.  
• Strategizing for tax planning in advance of the recapitalization to optimize tax efficiency and minimize potential liabilities.  
• Preparing for a detailed Quality of Earnings review that can help maximize value.  
• Leveraging financial advisors and legal experts to navigate anticipated transactional nuances and regulatory requirements.
• Conducting a thorough review of the financial operations, including people, processes, controls and systems, to identify potential issues and areas for improvement.  
• Implementing effective risk management strategies to safeguard the company's value during the recapitalization process.
• Establishing clear communication channels with key stakeholders, including existing investors, board members, and executive leadership.  • Anticipating and addressing potential challenges or obstacles that may arise throughout the recapitalization journey.

Featured Panelists:

• John Willert from Heartwood Capital
• Mike Rubel from RFE Partners
• Jessica McCauley from Marcum

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If you are interested in attending this special event, please reach out and we would be happy to help make arrangements.

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