E78

In this whitepaper, “The Data-Driven CFO”, we share insights into how CFOs can leverage data to drive decision-making and operational efficiency within their organizations. Perfect for strategic planning, this whitepaper is a must-read for forward-thinking finance professionals looking to enhance their decision-making capabilities and drive meaningful business outcomes. Key highlights include: ☑️ Shift from reactive financial oversight to proactive data-driven strategies ☑️ Harness robust data analytics and visualization tools to unearth valuable insights ☑️ Mitigate challenges such as supply chain disruptions and talent shortages through informed data usage Download a copy today: https://lnkd.in/eaknZamC #CFO #FinancialLeadership #DataDrivenDecisionMaking #BusinessIntelligence #StrategicPlanning

We are proud to announce that E78 has been named a finalist for the 23rd Annual M&A Advisor Awards from The M&A Advisor! These prestigious awards celebrate the leading professionals, firms, and transactions in M&A and we’re honored to have been recognized in the categories of Accounting/Due Diligence Firm of the Year and Product/Service of the Year (our E78 Nexus Marketplace).   We’d like to extend our congratulations to all our fellow finalists. We look forward to continuing to deliver platinum-level services and solutions for our #PrivateEquity clients across the middle market, advancing what it means to represent #ThePowerofE.   You can read the announcement here: https://lnkd.in/eXNdea4B And the full list of finalists here: https://lnkd.in/eBs7yQsV #Accounting #DueDiligence #Awards #Marketplace

Will lower interest rates help PE firms return to better days? https://lnkd.in/ekmDzaHW According to Bloomberg, while the capital markets may be stabilizing, the real impact lies in how firms optimize their portfolios. At E78, our leaders have seen how driving strategic improvements in specific areas can turn challenges into opportunities. Brendan Klein, Sr. Managing Director of Performance Improvement practice, partners with clients to optimize EBITDA by improving performance in key business areas: revenue cycle improvements, working capital efficiency, operational enhancements, cost optimization and capital efficiency. John Buccola, E78’s CTO, transforms client technology systems from cost centers to value creators through proactive cost management and aligning IT investments with long-term growth strategies. Contact us to learn more about how E78 can help you focus on value creation and long-term performance improvement: https://lnkd.in/eqnBK-5m #PrivateEquity #ValueCreation #OperationalExcellence #CostOptimization #CapitalEfficiency #EconomicOutlook #E78

Private Equity Portfolio Company CEOs and CFOs: Learn about advancing company performance with strategic FP&A, CEO-aligned KPIs, and scalable reporting systems in this whitepaper. During budget planning season, the alignment between CEOs and CFOs is more critical than ever. This guide dives into the core practices vital for driving growth and resilience in your organization. It emphasizes the significance of syncing strategies between the CEO and CFO to harness comprehensive organizational visibility and foster a collaborative atmosphere conducive to informed decision-making. Highlights Include: ✅ Strategic alignment of business models and enterprise planning ✅ Effective organization scaling and action-oriented frameworks ✅ Enhanced performance monitoring and KPI tracking for agile decision-making and rapid growth ✅ How to build a financial reporting system that scales with you Download it now to reshape the way you approach this budget season and align your financial strategies: https://lnkd.in/eCKjpnRu #PrivateEquity #FinancialLeadership #BudgetPlanning #BusinessStrategy #PEPortfolioManagement #CFO #CEO

Protecting sensitive information is essential for organizations today. In this post, Kevin Lewis, MS, CISSP, PMP, CEH, Sr. Managing Director & CISO at E78, discusses our achievement of SOC 2 compliance, emphasizing its critical role in enhancing data security and privacy for our clients. SOC 2 compliance isn’t just a standard; it's our commitment to maintaining rigorous data security, instilling trust, and ensuring that our clients can focus on their core business operations with peace of mind. Read the full post here: https://lnkd.in/ewjdxiU4 #DataSecurity #SOC2 #CyberSecurity #E78 #DataProtection #TrustandSecurity 

Organizations are constantly working around disruptions—from global pandemics to economic shifts—the need for resilient and agile operational strategies has never been more critical. In this whitepaper, "7 Ways Cloud ERP Helps Organizations Build Resilience and Agility", we explore the pivotal role that cloud-based Enterprise Resource Planning (ERP) systems like NetSuite play in transforming businesses. Discover how moving away from platforms like QuickBooks to more robust systems can safeguard your operations against unpredictable challenges. Download our whitepaper here: https://lnkd.in/gXf_Tq6U #CloudERP #BusinessResilience #OperationalAgility #NetSuite #QuickBooks #DigitalTransformation #ERPSystems #BusinessStrategy #TechLeadership

Boost Your M&A Success with a Cost-Effective Integration Playbook! When it comes to mergers and acquisitions (M&A), the difference between success and setback often lies in the integration process. Scott Whitaker, Managing Director at E78, highlights the benefits of a well-structured integration playbook in this blog post. An integration playbook isn’t just a complex spreadsheet of tasks; it's a strategic tool that drives successful mergers by guiding teams with: ✅ A proven process and methodology ✅ Templates for integration and communication planning ✅ A robust project management platform ✅ Effective training and implementation support Whether you're handling back-office consolidation, managing risk, or kickstarting your company's inorganic growth, a tailored playbook can dramatically streamline your efforts and enhance deal outcomes. Learn more here: https://lnkd.in/gfXQuBwb #MandA #BusinessIntegration #AcquisitionStrategy #CorporateGrowth #E78Partners #BusinessTransformation

Wondering what the Fed #RateCut will mean for #PrivateEquity dealmakers?    Not much – at least in the immediate future – suggests Madeline S.’s latest PitchBook article, “Fed’s Rate Cut Sparks Hope, But PE Dealmakers Remain Wary” – which features E78’s very own John S..    Beyond borrowing costs, PE-backed portfolio companies have experienced slower growth rates in recent years, with John noting that in today’s services sector double-digit growth rates are considered top performers, whereas three to four years ago growth rates in the high teen to low twenties were the high mark.    Read more about what #dealmakers can expect to see at the link below.    https://lnkd.in/egJvhuqP  #Dealmaking #MarketCommentary 

Following the Fed’s #RateCut announcement, our CEO John S. shared insights with Pensions & Investments reporter Palash Ghosh about what this means for #DealActivity.     Realistically, this rate cut may not be enough to break the M&A dam, John said. "We may start to see deal volumes and activity pick up, but even with a 50-basis point reduction, when you factor in the spreads from bank or non-bank lenders on top of SOFR (Secured Overnight Financing Rate) or prime, the cost of debt is still hovering near 10%."    To hear more about where investors are shifting their focus after the Fed announcement, read Palash’s full article at the link below (subscription required).    https://lnkd.in/eKTndPwg #InterestRates #PrivateEquity #MarketCommentary   

Is your business using QuickBooks? While it's a popular choice for many SMBs, there comes a time when this system might begin to hold your business back from scaling and optimizing operations efficiently. This whitepaper, "Eight Signs QuickBooks is Holding Your Business Back" is a guide designed to help you identify the subtle yet significant signs that it's time to upgrade your financial management tools . From struggling with data integration to experiencing limits in real-time financial visibility, our whitepaper dives into the core challenges that growing businesses often encounter. If you find yourself constantly customizing reports, battling with compliance issues, or unable to get a unified view of your financials, it might be time to consider a more robust system like NetSuite, which offers streamlined processes and real-time data accuracy. Download the whitepaper today and explore: ✅ The detailed scenarios where QuickBooks might be limiting your growth ✅ Insightful analysis on how upgrading your system can drive efficiency ✅ Expert advice on making the switch smoothly and effectively Download the whitepaper today: https://lnkd.in/expMeZis #QuickBooks #BusinessGrowth #FinancialManagement #E78 #Whitepaper #NetSuite #BusinessTools