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In this third instalment of the Mastering M&A series, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to delve into the complexities of business disposals. 

Key topics discussed:

• The difference between being sought out by a buyer vs proactively seeking a sale.
• Essential preparations for making your business attractive to potential acquirers
• The critical role of the CFO in managing the disposal process and overseeing data flow.
• The importance of establishing good buyer relationships 
• Deal structures: earn-outs, share exchanges, and the implications for sellers.
• Warranties, indemnities, and legal considerations 
• The cultural and operational implications of a sale for the management team and employees.

 Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro is joined by Alwyn Jones, Group CFO at Luno and returning guest on the podcast. Alwyn shares his journey of broadening his perspective by stepping into a Non-Executive Director (NED) role and reflects on how it has shaped his leadership approach. This engaging conversation covers a range of topics, including:

• The evolving responsibilities of CFOs
• Key insights into the dynamics of a Non-Exec role,
• The challenges and surprises of stepping into a Non-Exec role
• Advice for aspiring NEDs, including tips on networking.
• Reflections on how the NED role has enriched his perspective and improved his effectiveness as a CFO.

Links mentioned in this podcast:

• Connect with Alwyn Jones on LinkedIn
• Learn more about Luno

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the second instalment in our The Private Equity CFO series. Together, they delve into the complexities of private equity and its implications for CFOs.

Key topics covered include:

• Exploring the balance between capability and comfort zone, and what CFOs can do to prove their value.
• How private equity-backed businesses differ in their expectations for timely, actionable financial data.
• Insights into cash flow management, covenant models, and other critical reporting differences.
• From diagnosing the state of the business to building trust with private equity partners, strategies for success in the first 100 days.
• Building trust, communicating effectively, and staying aligned with the investment strategy.
• Tactics for transparency, preparedness, and maintaining credibility under pressure.

 Links mentioned:

• Richard's Linkedin
• Learn more about Sullivan Street Partners

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro sits down with Danyaal Shah, CFO of Nokkel, to explore his unique journey from investment banking to becoming a strategic financial leader. Danyaal shares valuable insights into the evolving role of CFOs, offering actionable advice for those aiming to excel in financial leadership. 

Topics covered include:

• How his background in investment banking and M&A shaped his approach to the CFO role.
• Key steps to ensure your business is investor-ready
• How to balance growth and profitability while keeping CAC under control.
• Why realistic scenarios and investor-friendly cash flow forecasts are essential for success.
• Insights into managing debt and aligning financial strategy with cash flow stability.
• Practical tips for those transitioning into the CFO role from non-traditional backgrounds.

Links mentioned:

• Danyaal's Linkedin
• Learn more about Nokkel

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, host Hannah Munro welcomes back Jeremy Earnshaw, Founding Director of Clarendon, for the second instalment of the Mastering M&A series. Jeremy, a seasoned CFO coach and mentor, shares invaluable insights into structuring deals and preparing for a successful merger or acquisition. 

Join us as we explore:

• The key steps in structuring a deal, including understanding objectives, optimal exit strategies, and assessing readiness.
• The critical role of the CFO in managing the M&A process, from internal due diligence to project management.
• How to evaluate business value and address tax implications for potential buyers.
• Strategies to navigate due diligence, protect sensitive information, and negotiate effectively.
• The importance of preparing the organisation, including staff retention, contract management, and intellectual property.
• Top tips for CFOs to assess their readiness to sell and ensure a smooth transaction process.

 Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, host Hannah Munro speaks with Mark Blakemore, CFO at Compleat Software, about the unique challenges and opportunities of working in SaaS finance. Mark shares valuable insights from his 30+ year career in finance, offering a detailed look into the world of SaaS, including practical advice for CFOs and finance professionals aspiring to break into the sector.

Key topics covered in this episode:

• Mark's journey to becoming a CFO and his transition from audit to SaaS finance.
• The evolution of SaaS models and the challenges of shifting from perpetual licences to recurring revenue.
• Key metrics for SaaS CFOs, including MQL-to-win ratios, CAC, and revenue growth levers.
• The importance of cross-functional collaboration with sales, marketing, and engineering teams.
• Lessons learned from managing cultural differences and communication challenges in international teams.

Links mentioned:

• Mark's Linkedin
• Learn more about Compleat Software

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro kicks off The World of CFOs in Private Equity series by exploring the fascinating world of PE  with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners.

Dive into the dynamics of private equity and learn what it takes to succeed as a CFO in this unique investment environment.

Key discussion points include:

• An overview of private equity
• The internal structures of private equity firms
• How CFOs can understand the type of private equity backing their organisation
• The concept of leveraged buyouts, including how debt is used to maximise returns
• The varying levels of private equity involvement in businesses
• Key strategies for value creation.
• Essential skills and expectations for private equity CFOs

 Links mentioned:

• Richard's Linkedin
• Learn more about Sullivan Street Partners

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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Join Hannah Munro in this thought-provoking episode of CFO 4.0 as she sits down with Clive Webb, Head of Business Management at ACCA, to explore the latest insights from ACCA's ground breaking research, Finance Evolution. Together, they discuss the challenges and opportunities shaping the finance function of tomorrow.
 
Key discussion points include:

• How finance teams can position themselves as custodians of reliable data.
• Emerging roles like Sustainability Controllers and Data Governance Leads
• The rise of AI, machine learning, and e-invoicing, and their impact on forecasting and compliance.
• The role of finance in bridging the gap with accurate and integrated data.
• The skills needed to build predictive models and adapt to rapid changes in the business landscape.
• Bridging the gap between traditional roles and the demands of the future.

Links mentioned:

• Clive's Linkedin
• Learn more about the ACCA
• Finance evolution report: Thriving in the next decade

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of Financial Transformation Live, Hannah Munro explores how to assess and optimise your current financial systems to support your organisation’s goals. As the final live session of the year, this episode is packed with actionable advice and frameworks to help finance leaders plan their next steps for system improvements.

Tune in to learn:

• The four key components of a financial technology stack: controls, compliance, reporting, and process efficiency.
• A comprehensive framework for assessing your financial systems, including:
  • Understanding strategic direction and goals.
  • Gathering feedback and insights from stakeholders.
  • Performing process documentation and Excel audits.
  • Running reporting assessments and SWOT analyses.
• Practical tips to improve month-end efficiency and reduce close times.
• 10 quick wins to optimise your financial systems, from automating bank feeds to improving credit control.
• How to decide whether to enhance your current system or invest in a new platform using a traffic light evaluation method.
• Insights into leveraging your team’s expertise and industry benchmarks for continuous improvement.

Links mentioned:

• Building a Future-Proofed Reporting Architecture
  Please reach out to Hannah via LinkedIn if you'd like to be notified once our Sage Systems Feedback document is live!
• Getting Started with Mapping Out Your Finance Processes
• Breaking the Excel Addiction - Are you Over-Reliant on Spreadsheets?
• Reduce Your Month-End Close Time
• Helpful Guides for Sage 50, Sage 200, and Sage Intacct
• Sage Intacct On-Demand Demo
• Sage 200 Standard Coffee Break Demo
• Sage 200 Interactive Demo  
• Sage 50 Coffee Break Demo
• Download your System Audit Template

• Nov: Financial Transformation Live | Assessing Your Current Financial Systems 
• Revisit previous Financial Transformation Live  sessions 
• CFO 4.0 Monthly Briefing
• Financial Transformation Live Feedback survey

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon in the first instalment of a series of discussions on the complexities and challenges of mergers and acquisitions (M&A). Jeremy draws on his wealth of experience in executing over 25 transactions to offer practical advice for CFOs embarking on their M&A journey. 

Key topics covered include:

• The importance of aligning M&A activity with organisational strategy
• Understanding the critical role of the C-suite in the M&A process
• How to assess whether your organisation is ready for an acquisition
• Cultural integration and its impact on post-acquisition success
• The role of due diligence and disclosures in mitigating potential issues
• How to balance day-to-day responsibilities with the demands of M&A

 Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!