• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Nov, 23

Demystifying the Role of the CFO in Exit Planning



You already know that a Chief Financial Officer (CFO) is a key part of the senior management team, responsible for overseeing and managing the financial aspects of the business. What you may not know, is that a CFO plays a pivotal role in ensuring a successful exit strategy for business owners. Beyond managing finances, the CFO is an integral part of the leadership team, working alongside the leadership team to drive value acceleration. Focus CFO Area Presidents Michael Stier and Darren Cherry join Scott Snider of the Exit Planning Institute for this special episode of the Exit Is Now podcast.

At FocusCFO, our mission is to help entrepreneurs on the climb to sustainable, transferable value. Our partnership with the Exit Planning Institute puts the emphasis on the transferable part of that equation - we want all of our clients' businesses to deliver on the value they need to reach their personal and professional goals. Exit strategy is good business strategy, and we work as the 'CEPA inside' to help drive the transformative work needed for a successful exit.

Head to the Exit Planning Institute's blog to learn more about the 5 Key Ways a CFO Drives Value Acceleration