Looking for Leverage

Attack the Float: The Strategic Power of Payment Terms

How Payment Terms Can Shape a Business Model

Oct 1 • 

CJ Gustafson

8

September 2025

Take Private Szn

Public investors have lost patience with “slow-growers,” but PE sees a margin-expansion machine hiding in plain sight.

Sep 24 • 

CJ Gustafson

15

TAM Is the Floor, Not the Ceiling

Have you earned the "right" to address it?

Sep 17 • 

CJ Gustafson

8

When Doing Nothing is the Right Answer

How hold periods and "leaving meat on the bone" impact your product roadmap

Sep 10 • 

CJ Gustafson

10

1

Do You Really Need BOTH a CFO and COO?

And is the CFO role eating the COO role?

Sep 3 • 

CJ Gustafson

11

1

August 2025

Do PE Companies Trade Innovation for Margins?

How you arrive at your "Rule of" says a lot about your business

Aug 27 • 

CJ Gustafson

15

2

Templates Build Trust

And, are you data aware, or data driven?

Aug 20 • 

CJ Gustafson

9

Stock vs Asset Deals

The pros and cons of each M&A structure, as both a buyer and a seller

Aug 13 • 

CJ Gustafson

11

Debt to EBITDA Ratios: The One Metric That Quietly Drives Private Equity

The last 25 years of Debt to EBITDA trends, and what's going on today

Aug 6 • 

CJ Gustafson

12

July 2025

Your Guide to Roll-Ups: Multiple Arbitrage in Action

Breaking down the most trusted playbook in PE

Jul 30 • 

CJ Gustafson

9

4

If you want to trick investors, tell them about your CARR

Why CARR is not ARR, and how it eventually bites you in the ass

Jul 23

11

The CEO’s Toolkit: Capital Allocation in a PE-Backed World

Most CEOs Neglect This Critical Skill

Jul 16 • 

CJ Gustafson

12

2