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When a company enters an M&A process, the finance leader's role changes fundamentally. In a transaction, the finance leader becomes the person who provides critical and foundational data to a buyer, and their role in due diligence is one of the most determinative...

Every finance leader who has raised capital or courted a lender knows the “moment.” The numbers are strong. The performance is real. And the conversation still does not land the way it should, because a set of impressive numbers, presented as numbers, leaves the...

A term sheet appears, an acquirer makes contact, or a lender signals interest, and the finance team drops everything to get the business ready to be examined. Books get cleaned up. Documents get gathered. Metrics get reconstructed. For a few intense weeks, the...