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Reporting & Metrics

Recurring vs. Reoccurring Revenue

Not all ARR is created equal, especially when someone puts a multiple on it

CJ Gustafson

•

Oct 21, 2026

Management Equity

Congratulations. Now Buy Some Stock.

Evaluating your Roll-Over Equity

CJ Gustafson

•

Oct 14, 2026

Reporting & Metrics

Cash Conversion: Where did all the EBITDA go?

Adjustments that rhyme

CJ Gustafson

•

Oct 7, 2026

Reporting & Metrics

How Much Services Revenue Can You Live With?

How services revenue impacts valuation, but also customer success and renewals

CJ Gustafson

•

Sep 30, 2026

Looking for Leverage

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Latest

Deal Mechanics

Arguing About Deferred Revenues

CJ Gustafson

•

Sep 23, 2026

Budgeting

Unfavorable Favorable Variances

CJ Gustafson

•

Sep 15, 2026

Deal Mechanics

Balance Sheet Diligence for Founder Owned Targets

CJ Gustafson

•

Sep 9, 2026

Reporting & Metrics

What Building the "Cube" During M&A Diligence Entails

CJ Gustafson

•

Sep 2, 2026

Deal Mechanics

Why We Gave the Strategics a Six-Week Head Start

CJ Gustafson

•

Aug 26, 2026

Deal Mechanics

Firing Your Banker Doesn't End the Fee

CJ Gustafson

•

Aug 19, 2026

Are you a Finance Leader at a Private Equity backed company?

Recurring vs. Reoccurring Revenue

Congratulations. Now Buy Some Stock.

Cash Conversion: Where did all the EBITDA go?

How Much Services Revenue Can You Live With?

Looking for Leverage

Latest

Arguing About Deferred Revenues

Unfavorable Favorable Variances

Balance Sheet Diligence for Founder Owned Targets

What Building the "Cube" During M&A Diligence Entails

Why We Gave the Strategics a Six-Week Head Start

Firing Your Banker Doesn't End the Fee

Looking for Leverage

Looking for Leverage

Are you a Finance Leader at
a Private Equity backed company?