skinny.

Latest / Private Equity Data Guy

Is your Data telling you the right story?

Holli Moeini spent 35 years as a CFO scaling companies through acquisitions before leaving corporate to help founders protect their value when going up against PE buyers. Her book, Find the Missing Millions in M&A, breaks down the five moments in every deal where money moves toward you or away from you. In this episode, she maps out each one and explains what sellers can do before they ever get to the table.

The conversation gets into the financial story, working capital, diligence, earn outs, and integration. Each one is a place where the unprepared seller loses. The ones who walk away with…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.