Not able to attend some of our events?  Interested in finding out what you missed?  Let us be your “go to” resource for program highlights and takeaways. 

Dallas - November 2016.jpgOn November 15, our Dallas chapter presented Mergers & Acquisitions: Driving Maximum Value Through KPIs, a panel discussion which focused on the use of KPIs in relation to transactions. 

Our Expert Speakers Were:

Dallas Speakers - November 2016-755398-edited.jpg

Here’s What They Advised Us:   

  • Eliminate add-backs for the leading source, not the buyer
  • EBITDA is a key value.
  • Backend of growth rate is extremely significant.
  • Choose a bank that has much more capacity than you need
  • Be selective, realistic, and look at all that’s wrong. Don’t just focus on the positive factors
  • People build culture and culture grows profitability

If you would like further references on related topics, the following readings were suggested:

The E-Myth Revisited: Why Most Small Businesses Don’t Work And What To Do About It  by Michael E. Gerber

StrengthsFinder 2.0 by Tom Rath

Also check out some of our related archived blogs:

Keeping The Vision While Minding The Metrics 

KPIs and Corporate Performance Management 

For details about the Dallas CFO Leadership Council, take a look at our chapter page or contact Erin Gardner at erin@cfolc.com.  And, don’t miss out on our next chapter event on December 13, The State Of The Economy: Post Election.    

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