Organisational Due Diligence: A Checklist for PE Deal Teams – The numbers get a data room. The organisation gets an org chart and a management presentation. A working checklist for reading the company a leader will walk into, before the deal closes.
When a Family Office Needs a CFO – and When It Doesn't – Most family offices that decide they need a CFO need something narrower, or something different. Six lines of finance work, the signals for each answer and what to write down before the search.
Sewing a patchwork quilt – Recently, I revisited Don Beck's course on Integral Spiral Dynamics. This time, it prompted me to contemplate the current world situation.
Roadmap as a guarantee of victory – Advice for Producers on how to climb Everest quickly without losing the team. This is a continuation of advice for people with different management styles.
Don't make yourself an idol – Incredibly useful and sometimes radical recommendations for Entrepreneurs on quickly establishing communication with yourself and your team.
Gathering the team (all hands on deck!) – The main factor for a company's stability and survival in the face of rapidly changing conditions is a cohesive and motivated team.